-45.8%
RDI vs VOO
+817.1%
-862.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.4% | +10.8% | +10.6% |
| 7D | +16.4% | +0.1% | +16.3% | +16.3% |
| 30D | +56.0% | +0.1% | +55.9% | +55.9% |
| 3M | +100.0% | +2.0% | +98.0% | +96.8% |
| 6M | +129.4% | +13.0% | +116.4% | +110.4% |
| YTD | +122.9% | +13.6% | +109.3% | +103.5% |
| 1Y | +56.0% | +20.1% | +35.9% | +37.0% |
| 3Y | -0.8% | +77.6% | -78.4% | -34.7% |
| 5Y | -50.5% | +82.4% | -133.0% | -68.4% |
| 10Y | -82.8% | +316.8% | -399.7% | -93.6% |
| All | -45.8% | +817.1% | -862.9% | -87.4% |
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