+30.3%
RDFI vs VOO
+139.2%
-108.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.2% |
| 7D | -2.6% | +2.6% | -5.2% | -3.3% |
| 30D | +0.6% | -2.0% | +2.6% | +1.1% |
| 3M | -7.7% | -2.8% | -4.9% | -7.0% |
| 6M | -6.2% | +2.2% | -8.4% | -6.8% |
| YTD | -4.3% | +11.5% | -15.9% | -7.2% |
| 1Y | -3.8% | +13.5% | -17.3% | -7.1% |
| 3Y | +29.0% | +78.1% | -49.1% | +10.5% |
| 5Y | +4.8% | +73.1% | -68.3% | -10.1% |
| All | +30.3% | +139.2% | -108.8% | +2.7% |
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