+1,687.8%
RGC vs VOO
+86.2%
+1,601.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.4% |
| 7D | -6.3% | +2.6% | -8.8% | -7.3% |
| 30D | -39.1% | -2.0% | -37.1% | -38.4% |
| 3M | -5.7% | -2.8% | -3.0% | -4.3% |
| 6M | -81.9% | +2.2% | -84.1% | -82.0% |
| YTD | -76.5% | +11.5% | -88.0% | -77.4% |
| 1Y | -62.0% | +13.5% | -75.5% | -63.7% |
| 3Y | +1,159.9% | +78.1% | +1,081.8% | +883.8% |
| 5Y | +646.7% | +73.1% | +573.6% | +667.3% |
| All | +1,687.8% | +86.2% | +1,601.6% | +1,107.7% |
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