+39.5%
RDFI vs VOO
+143.6%
-104.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -0.6% | +0.1% | -0.7% | -0.7% |
| 3M | +0.9% | +2.0% | -1.1% | +0.4% |
| 6M | -0.3% | +13.0% | -13.3% | -3.5% |
| YTD | +2.4% | +13.6% | -11.2% | -1.1% |
| 1Y | +4.6% | +20.1% | -15.5% | -0.4% |
| 3Y | +34.1% | +77.6% | -43.5% | +14.9% |
| 5Y | +12.4% | +82.4% | -70.0% | -4.9% |
| All | +39.5% | +143.6% | -104.1% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling