+1,941.1%
RGC vs VOO
+88.1%
+1,853.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.3% |
| 7D | -18.1% | -0.8% | -17.4% | -17.8% |
| 30D | +11.5% | -1.1% | +12.5% | +12.1% |
| 3M | -71.4% | +3.9% | -75.2% | -71.8% |
| 6M | -76.2% | +13.6% | -89.8% | -77.4% |
| YTD | -73.1% | +12.7% | -85.9% | -74.4% |
| 1Y | -58.1% | +17.6% | -75.6% | -60.5% |
| 3Y | +1,339.4% | +77.3% | +1,262.0% | +1,024.1% |
| 5Y | +714.0% | +84.1% | +629.8% | +518.3% |
| All | +1,941.1% | +88.1% | +1,853.0% | +1,269.5% |
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 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