+575.8%
RFV vs VOO
+817.1%
-241.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +6.6% | +2.0% | +4.6% | +4.0% |
| 6M | +14.4% | +13.0% | +1.3% | -0.4% |
| YTD | +20.1% | +13.6% | +6.5% | +3.9% |
| 1Y | +18.4% | +20.1% | -1.6% | -3.6% |
| 3Y | +50.7% | +77.6% | -26.9% | -20.1% |
| 5Y | +76.0% | +82.4% | -6.5% | -9.7% |
| 10Y | +224.2% | +316.8% | -92.6% | -32.0% |
| All | +575.8% | +817.1% | -241.3% | -39.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling