-59.2%
RGP vs VOO
+800.4%
-859.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.4% |
| 7D | +0.4% | +2.6% | -2.2% | -2.2% |
| 30D | -2.2% | -2.0% | -0.2% | -0.3% |
| 3M | -35.7% | -2.8% | -33.0% | -33.9% |
| 6M | -36.5% | +2.2% | -38.7% | -38.0% |
| YTD | -44.3% | +11.5% | -55.8% | -50.3% |
| 1Y | -38.7% | +13.5% | -52.2% | -46.3% |
| 3Y | -76.9% | +78.1% | -155.0% | -87.1% |
| 5Y | -81.9% | +73.1% | -155.0% | -89.7% |
| 10Y | -74.2% | +310.7% | -384.9% | -94.6% |
| All | -59.2% | +800.4% | -859.7% | -97.1% |
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 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