+434.3%
RFIL vs VOO
+311.2%
+123.1%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.2% |
| 7D | +16.5% | +3.3% | +13.2% | +13.8% |
| 30D | -4.0% | -2.7% | -1.3% | -1.5% |
| 3M | -42.0% | -1.7% | -40.2% | -40.8% |
| 6M | -54.0% | +3.1% | -57.2% | -54.4% |
| YTD | +32.0% | +11.9% | +20.1% | +25.1% |
| 1Y | +15.3% | +12.1% | +3.2% | +9.2% |
| 3Y | +185.8% | +78.6% | +107.2% | +102.0% |
| 5Y | -3.3% | +73.8% | -77.1% | -31.0% |
| All | +434.3% | +311.2% | +123.1% | +93.8% |
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