-37.2%
RFIX vs VOO
+30.0%
-67.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.5% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -3.7% | +0.1% | -3.7% | -3.7% |
| 3M | -8.6% | +2.0% | -10.6% | -8.6% |
| 6M | -13.1% | +13.0% | -26.2% | -12.4% |
| YTD | +0.1% | +13.6% | -13.4% | +0.9% |
| 1Y | -14.0% | +20.1% | -34.1% | -12.9% |
| All | -37.2% | +30.0% | -67.1% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling