+393.8%
RDVY vs VOO
+416.9%
-23.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.1% |
| 7D | -1.8% | -0.8% | -1.0% | -1.0% |
| 30D | -3.6% | -1.1% | -2.5% | -2.5% |
| 3M | +3.9% | +3.9% | 0.0% | -0.3% |
| 6M | +16.1% | +13.6% | +2.4% | +1.3% |
| YTD | +16.5% | +12.7% | +3.8% | +2.6% |
| 1Y | +22.0% | +17.6% | +4.4% | +2.7% |
| 3Y | +78.1% | +77.3% | +0.7% | -3.7% |
| 5Y | +80.7% | +84.1% | -3.4% | -6.2% |
| 10Y | +335.4% | +323.5% | +11.8% | -2.9% |
| All | +393.8% | +416.9% | -23.1% | -5.0% |
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