-1.1%
RGR vs VOO
+325.3%
-326.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -2.0% | -0.8% | -1.2% | -1.7% |
| 30D | +1.0% | -1.1% | +2.1% | +1.5% |
| 3M | -3.5% | +3.9% | -7.4% | -5.1% |
| 6M | -2.2% | +13.6% | -15.8% | -7.4% |
| YTD | +16.7% | +12.7% | +4.0% | +10.8% |
| 1Y | +2.7% | +17.6% | -14.9% | -4.1% |
| 3Y | -22.0% | +77.3% | -99.3% | -39.2% |
| 5Y | -37.9% | +84.1% | -122.0% | -52.8% |
| All | -1.1% | +325.3% | -326.4% | -36.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling