+43.0%
RFIL vs VOO
+21.4%
+21.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | -1.7% |
| 7D | -6.2% | +0.3% | -6.5% | -6.9% |
| 30D | -25.7% | +0.2% | -25.9% | -26.2% |
| 3M | -44.2% | +2.8% | -47.0% | -47.6% |
| 6M | -15.8% | +14.3% | -30.1% | -38.9% |
| YTD | +76.1% | +14.0% | +62.1% | +27.0% |
| All | +43.0% | +21.4% | +21.6% | -21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling