-46.9%
RGYY vs VOO
+11.2%
-58.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.3% |
| 7D | -0.7% | -2.7% | +2.0% | +1.6% |
| 30D | -6.1% | -5.4% | -0.8% | -1.3% |
| 3M | -12.3% | -4.1% | -8.2% | -9.1% |
| 6M | -21.5% | +0.7% | -22.3% | -22.9% |
| YTD | -39.5% | +8.7% | -48.3% | -45.8% |
| All | -46.9% | +11.2% | -58.1% | -53.8% |
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