-4.3%
RFMZ vs VOO
+113.3%
-117.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -0.4% | -0.4% | 0.0% | -0.3% |
| 30D | -2.7% | -1.4% | -1.3% | -2.3% |
| 3M | -2.0% | +3.7% | -5.7% | -3.0% |
| 6M | +3.5% | +13.0% | -9.5% | +0.2% |
| YTD | +6.5% | +12.4% | -5.9% | +3.2% |
| 1Y | +7.9% | +18.6% | -10.7% | +3.0% |
| 3Y | +17.8% | +78.1% | -60.3% | +0.6% |
| 5Y | -12.8% | +82.3% | -95.1% | -27.0% |
| All | -4.3% | +113.3% | -117.6% | -20.8% |
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