+151.3%
RICK vs VOO
+306.9%
-155.6%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.1% | -2.0% |
| 7D | -1.8% | -0.6% | -1.2% | -1.2% |
| 30D | +8.1% | -3.6% | +11.7% | +13.4% |
| 3M | +4.3% | -2.7% | +7.1% | +8.0% |
| 6M | +11.8% | +2.2% | +9.5% | +7.8% |
| YTD | +19.3% | +10.9% | +8.4% | +2.9% |
| 1Y | +19.2% | +11.3% | +7.9% | +2.2% |
| 3Y | -47.8% | +76.9% | -124.7% | -76.7% |
| 5Y | -60.2% | +73.5% | -133.7% | -81.5% |
| 10Y | +151.3% | +307.7% | -156.4% | -55.5% |
| All | +151.3% | +306.9% | -155.6% | -55.5% |
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