+218.7%
RFAI vs VOO
+41.6%
+177.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.0% | -0.5% | -22.5% | -22.9% |
| 7D | -25.6% | -0.4% | -25.2% | -25.5% |
| 30D | +187.8% | -1.4% | +189.1% | +188.2% |
| 3M | +190.6% | +3.7% | +186.9% | +191.1% |
| 6M | +194.9% | +13.0% | +181.9% | +195.2% |
| YTD | +197.7% | +12.4% | +185.2% | +198.0% |
| 1Y | +201.3% | +18.6% | +182.7% | +201.5% |
| All | +218.7% | +41.6% | +177.1% | +218.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling