+170.0%
RFAI vs VOO
+14.7%
+155.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -5.0% | -5.2% |
| 7D | -8.8% | -0.7% | -8.0% | -8.0% |
| 30D | -22.9% | -1.1% | -21.8% | -21.6% |
| 3M | +161.3% | -0.3% | +161.6% | +163.5% |
| 6M | +165.1% | +7.4% | +157.7% | +167.4% |
| YTD | +169.3% | +13.4% | +155.9% | +171.5% |
| 1Y | +170.0% | +14.8% | +155.2% | +172.1% |
| All | +170.0% | +14.7% | +155.4% | +172.1% |
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