+621.9%
RGA vs VOO
+817.1%
-195.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -0.6% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | +7.6% | +0.1% | +7.5% | +7.5% |
| 3M | +28.4% | +2.0% | +26.4% | +25.0% |
| 6M | +21.1% | +13.0% | +8.1% | +5.1% |
| YTD | +26.1% | +13.6% | +12.5% | +8.8% |
| 1Y | +30.4% | +20.1% | +10.4% | +5.5% |
| 3Y | +92.4% | +77.6% | +14.8% | 0.0% |
| 5Y | +139.1% | +82.4% | +56.6% | +18.0% |
| 10Y | +184.5% | +316.8% | -132.3% | -45.0% |
| All | +621.9% | +817.1% | -195.1% | -50.5% |
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