-60.2%
RDI vs VOO
+777.9%
-838.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.0% |
| 7D | +5.5% | -2.7% | +8.2% | +7.5% |
| 30D | -5.5% | -5.4% | -0.1% | -1.9% |
| 3M | +11.0% | -4.1% | +15.0% | +14.2% |
| 6M | +52.2% | +0.7% | +51.5% | +51.1% |
| YTD | +63.8% | +8.7% | +55.1% | +54.2% |
| 1Y | +28.4% | +11.0% | +17.4% | +19.0% |
| 3Y | -9.0% | +75.5% | -84.5% | -39.5% |
| 5Y | -64.2% | +68.4% | -132.6% | -75.8% |
| 10Y | -86.3% | +315.7% | -402.0% | -94.9% |
| All | -60.2% | +777.9% | -838.0% | -90.5% |
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 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