+405.8%
RGR vs VOO
+812.0%
-406.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.7% |
| 7D | +0.3% | +0.5% | -0.2% | 0.0% |
| 30D | +3.2% | -0.9% | +4.2% | +3.7% |
| 3M | -0.4% | +3.9% | -4.3% | -2.7% |
| 6M | +1.2% | +14.5% | -13.3% | -6.6% |
| YTD | +17.9% | +13.0% | +4.9% | +9.5% |
| 1Y | +8.2% | +19.4% | -11.3% | -2.6% |
| 3Y | -20.7% | +78.9% | -99.6% | -44.7% |
| 5Y | -36.6% | +82.3% | -118.8% | -56.7% |
| 10Y | -5.8% | +314.2% | -320.0% | -66.4% |
| All | +405.8% | +812.0% | -406.2% | -25.9% |
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