+143.8%
RFEM vs VOO
+321.7%
-177.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -0.9% | -2.0% | +1.1% | +0.7% |
| 30D | +2.8% | -1.7% | +4.4% | +4.1% |
| 3M | +8.7% | +4.7% | +4.0% | +4.8% |
| 6M | +18.3% | +12.6% | +5.7% | +7.9% |
| YTD | +26.0% | +11.8% | +14.3% | +15.7% |
| 1Y | +34.4% | +17.5% | +16.8% | +18.6% |
| 3Y | +99.2% | +77.0% | +22.3% | +25.8% |
| 5Y | +67.8% | +82.6% | -14.8% | +2.2% |
| All | +143.8% | +321.7% | -177.9% | -31.7% |
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