+16.5%
RDVY vs VOO
+9.9%
+6.6%
-9.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.5% | +0.2% |
| 7D | -2.5% | -4.7% | +2.2% | +1.9% |
| 30D | -1.9% | -5.9% | +4.0% | +3.8% |
| 3M | -6.3% | -4.5% | -1.8% | -2.3% |
| 6M | +5.1% | +1.9% | +3.2% | +2.5% |
| YTD | +13.0% | +8.4% | +4.6% | +3.5% |
| 1Y | +16.5% | +9.5% | +7.0% | +5.8% |
| All | +16.5% | +9.9% | +6.6% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling