+277.2%
RFIL vs VOO
+777.9%
-500.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | -13.4% | -2.7% | -10.7% | -11.6% |
| 30D | -22.5% | -5.4% | -17.1% | -19.2% |
| 3M | -49.0% | -4.1% | -45.0% | -47.3% |
| 6M | -55.6% | +0.7% | -56.3% | -55.2% |
| YTD | +15.2% | +8.7% | +6.5% | +11.9% |
| 1Y | -8.1% | +11.0% | -19.1% | -11.8% |
| 3Y | +133.7% | +75.5% | +58.2% | +72.2% |
| 5Y | -14.5% | +68.4% | -82.9% | -36.1% |
| 10Y | +366.4% | +315.7% | +50.7% | +114.1% |
| All | +277.2% | +777.9% | -500.6% | +3.6% |
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