-16.8%
RGP vs VOO
+17.3%
-34.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | -8.3% | -2.0% | -6.3% | -6.7% |
| 30D | -5.5% | -1.7% | -3.8% | -4.1% |
| 3M | -16.1% | +4.7% | -20.8% | -18.7% |
| 6M | +12.5% | +12.6% | -0.1% | +3.9% |
| YTD | -18.9% | +11.8% | -30.6% | -23.9% |
| 1Y | -16.8% | +17.5% | -34.3% | -26.6% |
| All | -16.8% | +17.3% | -34.1% | -26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling