+488.6%
RDN vs VOO
+810.0%
-321.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.8% |
| 7D | -2.8% | -0.8% | -2.1% | -1.9% |
| 30D | -1.6% | -1.1% | -0.5% | -0.2% |
| 3M | +5.1% | +3.9% | +1.2% | -0.7% |
| 6M | +10.8% | +13.6% | -2.8% | -8.0% |
| YTD | +1.2% | +12.7% | -11.5% | -15.4% |
| 1Y | +3.3% | +17.6% | -14.3% | -18.9% |
| 3Y | +47.7% | +77.3% | -29.6% | -36.9% |
| 5Y | +89.1% | +84.1% | +5.0% | -27.2% |
| 10Y | +222.2% | +323.5% | -101.3% | -71.3% |
| All | +488.6% | +810.0% | -321.4% | -91.9% |
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 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