+1,138.3%
RDVT vs VOO
+230.1%
+908.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +3.9% | +0.1% | +3.8% | +3.8% |
| 30D | +11.5% | +0.1% | +11.5% | +11.5% |
| 3M | +40.8% | +2.0% | +38.8% | +37.8% |
| 6M | +67.3% | +13.0% | +54.3% | +48.1% |
| YTD | +33.7% | +13.6% | +20.1% | +17.9% |
| 1Y | +52.9% | +20.1% | +32.8% | +27.2% |
| 3Y | +273.0% | +77.6% | +195.5% | +113.6% |
| 5Y | +160.2% | +82.4% | +77.8% | +46.0% |
| All | +1,138.3% | +230.1% | +908.2% | +446.1% |
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