-64.3%
RECT vs VOO
+42.4%
-106.7%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.4% |
| 7D | +2.4% | +2.6% | -0.2% | +1.7% |
| 30D | +4.0% | -2.0% | +6.0% | +4.5% |
| 3M | +20.0% | -2.8% | +22.8% | +20.9% |
| 6M | +8.8% | +2.2% | +6.6% | +7.8% |
| YTD | -20.9% | +11.5% | -32.4% | -23.4% |
| 1Y | -34.9% | +13.5% | -48.4% | -37.2% |
| All | -64.3% | +42.4% | -106.7% | -69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling