+104.4%
RDVI vs VOO
+118.9%
-14.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.1% |
| 7D | -1.6% | -0.8% | -0.9% | -0.9% |
| 30D | -3.3% | -1.1% | -2.2% | -2.3% |
| 3M | +3.7% | +3.9% | -0.2% | 0.0% |
| 6M | +14.9% | +13.6% | +1.2% | +1.8% |
| YTD | +16.1% | +12.7% | +3.4% | +3.7% |
| 1Y | +21.6% | +17.6% | +4.0% | +4.5% |
| 3Y | +72.0% | +77.3% | -5.3% | -0.5% |
| All | +104.4% | +118.9% | -14.4% | -5.5% |
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