+495.3%
RFIL vs VOO
+817.1%
-321.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.5% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | -21.3% | +0.1% | -21.4% | -21.3% |
| 3M | -42.9% | +2.0% | -44.9% | -43.3% |
| 6M | -16.9% | +13.0% | -30.0% | -22.0% |
| YTD | +81.8% | +13.6% | +68.3% | +70.6% |
| 1Y | +47.6% | +20.1% | +27.5% | +34.5% |
| 3Y | +178.0% | +77.6% | +100.5% | +102.0% |
| 5Y | +24.2% | +82.4% | -58.2% | -12.2% |
| 10Y | +426.6% | +316.8% | +109.8% | +137.8% |
| All | +495.3% | +817.1% | -321.8% | +58.0% |
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