+61.3%
RFV vs VOO
+78.4%
-17.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.7% | +0.8% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +1.6% | -3.3% | +4.9% | +5.0% |
| 3M | -1.6% | -2.4% | +0.8% | +0.6% |
| 6M | +6.5% | +2.6% | +3.9% | +3.3% |
| YTD | +16.5% | +11.3% | +5.2% | +3.7% |
| 1Y | +19.3% | +13.4% | +5.8% | +4.0% |
| 3Y | +61.3% | +80.3% | -18.9% | -22.0% |
| All | +61.3% | +78.4% | -17.1% | -22.0% |
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