+127.1%
RGS vs VOO
+75.5%
+51.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | -0.1% |
| 7D | -18.9% | -2.7% | -16.2% | -14.4% |
| 30D | -19.0% | -5.4% | -13.6% | -11.8% |
| 3M | -16.4% | -4.1% | -12.3% | -10.5% |
| 6M | -10.4% | +0.7% | -11.1% | -10.0% |
| YTD | -13.3% | +8.7% | -22.0% | -20.8% |
| 1Y | -17.2% | +11.0% | -28.1% | -26.6% |
| 3Y | +127.1% | +75.5% | +51.6% | -40.2% |
| All | +127.1% | +75.5% | +51.6% | -40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling