+38.2%
RDY vs VOO
+325.3%
-287.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.2% |
| 7D | -0.6% | -0.8% | +0.2% | -0.2% |
| 30D | -4.0% | -1.1% | -2.9% | -3.5% |
| 3M | -10.3% | +3.9% | -14.2% | -12.0% |
| 6M | -17.6% | +13.6% | -31.2% | -22.6% |
| YTD | -14.6% | +12.7% | -27.4% | -19.6% |
| 1Y | -18.6% | +17.6% | -36.2% | -25.0% |
| 3Y | -11.2% | +77.3% | -88.5% | -33.5% |
| 5Y | -5.3% | +84.1% | -89.4% | -31.2% |
| All | +38.2% | +325.3% | -287.1% | -43.5% |
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 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