+2,393.5%
RGC vs VOO
+89.6%
+2,303.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.5% |
| 7D | +25.3% | +0.1% | +25.2% | +25.2% |
| 30D | +17.4% | +0.1% | +17.3% | +17.4% |
| 3M | -68.9% | +2.0% | -70.9% | -69.1% |
| 6M | -72.9% | +13.0% | -86.0% | -74.3% |
| YTD | -67.2% | +13.6% | -80.8% | -68.8% |
| 1Y | -46.3% | +20.1% | -66.4% | -49.8% |
| 3Y | +1,658.4% | +77.6% | +1,580.8% | +1,274.8% |
| 5Y | +778.3% | +82.4% | +695.9% | +721.8% |
| All | +2,393.5% | +89.6% | +2,303.9% | +1,566.9% |
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