-86.1%
RDI vs VOO
+309.6%
-395.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +5.1% |
| 7D | +14.0% | +2.6% | +11.4% | +11.9% |
| 30D | +11.4% | -2.0% | +13.3% | +12.9% |
| 3M | +34.2% | -2.8% | +37.0% | +37.0% |
| 6M | +86.7% | +2.2% | +84.5% | +83.4% |
| YTD | +86.7% | +11.5% | +75.1% | +72.0% |
| 1Y | +47.4% | +13.5% | +33.9% | +34.0% |
| 3Y | +11.4% | +78.1% | -66.7% | -28.6% |
| 5Y | -60.8% | +73.1% | -133.9% | -74.5% |
| All | -86.1% | +309.6% | -395.8% | -94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling