+46.1%
RDI vs VOO
+19.5%
+26.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.3% | -3.7% |
| 7D | +9.2% | +0.5% | +8.7% | +9.0% |
| 30D | +49.0% | -0.9% | +49.9% | +49.3% |
| 3M | +94.0% | +3.9% | +90.1% | +90.7% |
| 6M | +125.0% | +14.5% | +110.5% | +111.2% |
| YTD | +114.3% | +13.0% | +101.3% | +102.3% |
| 1Y | +46.1% | +19.4% | +26.7% | +30.7% |
| All | +46.1% | +19.5% | +26.6% | +30.7% |
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 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