+141.7%
RICK vs VOO
+309.6%
-167.9%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.8% |
| 7D | -5.2% | +2.6% | -7.8% | -8.6% |
| 30D | +5.9% | -2.0% | +7.9% | +8.4% |
| 3M | -8.6% | -2.8% | -5.9% | -5.5% |
| 6M | +13.1% | +2.2% | +10.9% | +9.1% |
| YTD | +16.0% | +11.5% | +4.5% | -0.8% |
| 1Y | +12.2% | +13.5% | -1.3% | -6.3% |
| 3Y | -48.8% | +78.1% | -126.9% | -77.4% |
| 5Y | -61.9% | +73.1% | -135.0% | -82.2% |
| All | +141.7% | +309.6% | -167.9% | -57.7% |
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