-93.0%
RGS vs VOO
+798.5%
-891.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -4.3% |
| 7D | -19.6% | +0.1% | -19.7% | -18.6% |
| 30D | -19.5% | -3.3% | -16.2% | -15.2% |
| 3M | -15.7% | -2.4% | -13.3% | -12.2% |
| 6M | -15.3% | +2.6% | -17.9% | -17.1% |
| YTD | -14.6% | +11.3% | -25.8% | -24.2% |
| 1Y | -13.8% | +13.4% | -27.2% | -25.4% |
| 3Y | +196.4% | +80.3% | +116.1% | +48.7% |
| 5Y | -59.0% | +72.7% | -131.7% | -78.5% |
| 10Y | -90.7% | +310.0% | -400.7% | -98.0% |
| All | -93.0% | +798.5% | -891.5% | -99.4% |
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