+1,120.1%
RDVT vs VOO
+227.6%
+892.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.8% | +1.8% |
| 7D | -1.5% | -0.8% | -0.7% | -0.7% |
| 30D | +8.9% | -1.1% | +10.0% | +10.2% |
| 3M | +34.7% | +3.9% | +30.8% | +29.6% |
| 6M | +73.8% | +13.6% | +60.2% | +53.0% |
| YTD | +31.7% | +12.7% | +19.0% | +17.1% |
| 1Y | +55.1% | +17.6% | +37.5% | +31.9% |
| 3Y | +277.5% | +77.3% | +200.1% | +116.5% |
| 5Y | +133.3% | +84.1% | +49.1% | +29.9% |
| All | +1,120.1% | +227.6% | +892.5% | +442.4% |
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 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