-43.3%
RGYY vs VOO
+16.2%
-59.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.9% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -6.5% | +0.1% | -6.6% | -6.6% |
| 3M | -12.9% | +2.0% | -14.9% | -14.7% |
| 6M | -24.3% | +13.0% | -37.4% | -33.5% |
| YTD | -35.5% | +13.6% | -49.1% | -44.4% |
| All | -43.3% | +16.2% | -59.5% | -52.6% |
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