+719.7%
RGC vs VOO
+81.6%
+638.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -0.5% | -13.8% | -14.1% |
| 7D | -7.3% | -0.4% | -6.9% | -7.2% |
| 30D | +10.8% | -1.4% | +12.2% | +11.3% |
| 3M | -71.2% | +3.7% | -74.9% | -71.5% |
| 6M | -77.4% | +13.0% | -90.5% | -78.2% |
| YTD | -72.1% | +12.4% | -84.6% | -73.0% |
| 1Y | -56.9% | +18.6% | -75.5% | -58.6% |
| 3Y | +1,392.9% | +78.1% | +1,314.9% | +1,187.2% |
| 5Y | +719.7% | +82.3% | +637.4% | +669.6% |
| All | +719.7% | +81.6% | +638.1% | +669.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling