-13.5%
RFIL vs VOO
+67.9%
-81.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.4% |
| 7D | -13.4% | -2.7% | -10.7% | -11.1% |
| 30D | -22.5% | -5.4% | -17.1% | -18.5% |
| 3M | -49.0% | -4.1% | -45.0% | -46.9% |
| 6M | -55.6% | +0.7% | -56.3% | -55.0% |
| YTD | +15.2% | +8.7% | +6.5% | +11.7% |
| 1Y | -8.1% | +11.0% | -19.1% | -11.9% |
| 3Y | +133.7% | +75.5% | +58.2% | +81.0% |
| All | -13.5% | +67.9% | -81.4% | -27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling