+1,640.5%
RGC vs VOO
+79.1%
+1,561.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -1.0% |
| 7D | +24.0% | +0.5% | +23.5% | +24.0% |
| 30D | +26.1% | -0.9% | +27.0% | +26.0% |
| 3M | -68.1% | +3.9% | -72.0% | -68.0% |
| 6M | -70.8% | +14.5% | -85.3% | -70.6% |
| YTD | -67.5% | +13.0% | -80.5% | -67.3% |
| 1Y | -49.2% | +19.4% | -68.6% | -47.7% |
| 3Y | +1,640.5% | +78.9% | +1,561.6% | +2,548.1% |
| All | +1,640.5% | +79.1% | +1,561.4% | +2,548.1% |
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