-2.2%
RFMZ vs VOO
+12.1%
-14.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -3.8% | +2.6% | -6.3% | -4.4% |
| 30D | +2.6% | -2.0% | +4.6% | +3.1% |
| 3M | -10.8% | -2.8% | -8.0% | -10.2% |
| 6M | -9.6% | +2.2% | -11.7% | -10.1% |
| YTD | -1.5% | +11.5% | -13.0% | -5.3% |
| 1Y | -2.2% | +13.5% | -15.7% | -6.2% |
| All | -2.2% | +12.1% | -14.3% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling