+293.0%
RFI vs VOO
+807.8%
-514.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.0% |
| 7D | -1.1% | -0.4% | -0.7% | -0.8% |
| 30D | -3.2% | -1.4% | -1.8% | -2.2% |
| 3M | -0.3% | +3.7% | -4.0% | -3.4% |
| 6M | +0.1% | +13.0% | -12.9% | -9.5% |
| YTD | +6.7% | +12.4% | -5.7% | -3.2% |
| 1Y | +0.8% | +18.6% | -17.8% | -12.6% |
| 3Y | +30.6% | +78.1% | -47.4% | -19.7% |
| 5Y | -4.2% | +82.3% | -86.5% | -42.9% |
| 10Y | +85.1% | +322.5% | -237.4% | -44.1% |
| All | +293.0% | +807.8% | -514.8% | -42.2% |
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