+249.8%
RFDA vs VOO
+317.9%
-68.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | -0.5% |
| 7D | -1.3% | +0.1% | -1.4% | -1.5% |
| 30D | +0.5% | -3.3% | +3.8% | +3.3% |
| 3M | -0.7% | -2.4% | +1.7% | +1.3% |
| 6M | +6.6% | +2.6% | +4.0% | +3.8% |
| YTD | +15.0% | +11.3% | +3.7% | +4.1% |
| 1Y | +17.1% | +13.4% | +3.7% | +4.3% |
| 3Y | +76.6% | +80.3% | -3.7% | +4.7% |
| 5Y | +76.5% | +72.7% | +3.8% | +7.8% |
| 10Y | +249.8% | +310.0% | -60.2% | -3.2% |
| All | +249.8% | +317.9% | -68.1% | -3.2% |
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 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