+225.0%
RFV vs VOO
+315.3%
-90.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.5% |
| 7D | -1.3% | -0.4% | -0.9% | -0.9% |
| 30D | -0.9% | -1.4% | +0.5% | +0.6% |
| 3M | +4.3% | +3.7% | +0.5% | 0.0% |
| 6M | +16.4% | +13.0% | +3.4% | +1.3% |
| YTD | +17.6% | +12.4% | +5.2% | +3.0% |
| 1Y | +16.1% | +18.6% | -2.5% | -4.2% |
| 3Y | +54.7% | +78.1% | -23.4% | -18.4% |
| 5Y | +76.0% | +82.3% | -6.2% | -9.8% |
| 10Y | +225.0% | +322.5% | -97.5% | -36.2% |
| All | +225.0% | +315.3% | -90.3% | -36.2% |
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 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