-89.3%
RGS vs VOO
+314.0%
-403.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.9% |
| 7D | -3.6% | +0.5% | -4.1% | -4.2% |
| 30D | -1.3% | -0.9% | -0.3% | -0.1% |
| 3M | +2.9% | +3.9% | -1.0% | -2.4% |
| 6M | +32.3% | +14.5% | +17.7% | +10.4% |
| YTD | 0.0% | +13.0% | -12.9% | -14.9% |
| 1Y | +6.2% | +19.4% | -13.2% | -16.2% |
| 3Y | +40.2% | +78.9% | -38.7% | -34.5% |
| 5Y | -71.4% | +82.3% | -153.7% | -87.1% |
| 10Y | -89.3% | +314.2% | -403.6% | -98.0% |
| All | -89.3% | +314.0% | -403.4% | -98.0% |
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