+56.0%
RDI vs VOO
+20.9%
+35.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.4% | +10.8% | +10.5% |
| 7D | +16.4% | +0.1% | +16.3% | +16.3% |
| 30D | +56.0% | +0.1% | +55.9% | +55.8% |
| 3M | +100.0% | +2.0% | +98.0% | +98.2% |
| 6M | +129.4% | +13.0% | +116.4% | +116.2% |
| YTD | +122.9% | +13.6% | +109.3% | +109.9% |
| 1Y | +56.0% | +20.1% | +35.9% | +39.5% |
| All | +56.0% | +20.9% | +35.1% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling