+199.8%
RFAI vs VOO
+42.0%
+157.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.8% | -6.8% | -6.2% |
| 7D | -27.5% | -0.8% | -26.7% | -27.3% |
| 30D | +171.9% | -1.1% | +173.0% | +172.2% |
| 3M | +173.9% | +3.9% | +170.0% | +174.1% |
| 6M | +175.9% | +13.6% | +162.3% | +176.0% |
| YTD | +180.0% | +12.7% | +167.3% | +180.1% |
| 1Y | +183.4% | +17.6% | +165.8% | +183.4% |
| All | +199.8% | +42.0% | +157.8% | +199.3% |
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