+184.6%
RDIV vs VOO
+309.6%
-125.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | +1.4% | +2.6% | -1.2% | -0.9% |
| 30D | +8.1% | -2.0% | +10.1% | +9.8% |
| 3M | -0.5% | -2.8% | +2.3% | +1.7% |
| 6M | +13.4% | +2.2% | +11.3% | +10.4% |
| YTD | +23.6% | +11.5% | +12.1% | +10.4% |
| 1Y | +23.6% | +13.5% | +10.1% | +8.6% |
| 3Y | +93.4% | +78.1% | +15.3% | +8.8% |
| 5Y | +86.1% | +73.1% | +13.0% | +6.5% |
| All | +184.6% | +309.6% | -125.0% | -31.9% |
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