-83.3%
RDI vs VOO
+314.0%
-397.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.3% | -3.5% |
| 7D | +9.2% | +0.5% | +8.7% | +8.8% |
| 30D | +49.0% | -0.9% | +49.9% | +50.0% |
| 3M | +94.0% | +3.9% | +90.1% | +88.4% |
| 6M | +125.0% | +14.5% | +110.5% | +103.6% |
| YTD | +114.3% | +13.0% | +101.3% | +95.7% |
| 1Y | +46.1% | +19.4% | +26.7% | +28.0% |
| 3Y | 0.0% | +78.9% | -78.9% | -36.1% |
| 5Y | -52.6% | +82.3% | -134.9% | -70.5% |
| 10Y | -83.3% | +314.2% | -397.6% | -94.0% |
| All | -83.3% | +314.0% | -397.4% | -94.0% |
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