+378.4%
RFG vs VOO
+800.4%
-422.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | +2.1% | +2.6% | -0.5% | -0.8% |
| 30D | -4.2% | -2.0% | -2.2% | -2.0% |
| 3M | -12.5% | -2.8% | -9.7% | -9.6% |
| 6M | -10.5% | +2.2% | -12.7% | -12.5% |
| YTD | +6.2% | +11.5% | -5.3% | -5.8% |
| 1Y | +9.0% | +13.5% | -4.5% | -5.3% |
| 3Y | +47.3% | +78.1% | -30.8% | -22.9% |
| 5Y | +17.3% | +73.1% | -55.9% | -36.1% |
| 10Y | +138.9% | +310.7% | -171.8% | -50.5% |
| All | +378.4% | +800.4% | -422.0% | -61.2% |
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 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