+188.0%
RECS vs VOO
+182.3%
+5.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.6% | -0.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -2.7% | -3.3% | +0.6% | +0.2% |
| 3M | -1.5% | -2.4% | +0.9% | +0.6% |
| 6M | +4.5% | +2.6% | +1.9% | +2.0% |
| YTD | +9.2% | +11.3% | -2.1% | -0.9% |
| 1Y | +11.8% | +13.4% | -1.7% | -0.3% |
| 3Y | +80.7% | +80.3% | +0.4% | +7.1% |
| 5Y | +78.2% | +72.7% | +5.5% | +9.2% |
| All | +188.0% | +182.3% | +5.7% | +18.6% |
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