+179.7%
RICK vs VOO
+315.3%
-135.7%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | -3.1% | -0.4% | -2.7% | -2.7% |
| 30D | +5.4% | -1.4% | +6.7% | +7.3% |
| 3M | +12.3% | +3.7% | +8.5% | +6.6% |
| 6M | +27.8% | +13.0% | +14.8% | +7.7% |
| YTD | +20.5% | +12.4% | +8.0% | +2.4% |
| 1Y | -15.6% | +18.6% | -34.2% | -33.3% |
| 3Y | -54.3% | +78.1% | -132.3% | -79.6% |
| 5Y | -58.1% | +82.3% | -140.3% | -81.7% |
| 10Y | +179.7% | +322.5% | -142.9% | -48.1% |
| All | +179.7% | +315.3% | -135.7% | -48.1% |
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