-36.4%
RFIX vs VOO
+27.6%
-64.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -2.7% | +2.6% | -5.3% | -2.6% |
| 30D | +2.5% | -2.0% | +4.5% | +2.4% |
| 3M | +1.0% | -2.8% | +3.7% | +0.9% |
| 6M | -4.3% | +2.2% | -6.5% | -4.3% |
| YTD | +1.4% | +11.5% | -10.1% | +2.1% |
| 1Y | -9.6% | +13.5% | -23.1% | -8.7% |
| All | -36.4% | +27.6% | -64.0% | -36.7% |
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