-15.6%
RICK vs VOO
+18.9%
-34.5%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.2% |
| 7D | -3.1% | -0.4% | -2.7% | -2.7% |
| 30D | +5.4% | -1.4% | +6.7% | +7.1% |
| 3M | +12.3% | +3.7% | +8.5% | +7.3% |
| 6M | +27.8% | +13.0% | +14.8% | +10.4% |
| YTD | +20.5% | +12.4% | +8.0% | +4.9% |
| 1Y | -15.6% | +18.6% | -34.2% | -36.5% |
| All | -15.6% | +18.9% | -34.5% | -36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling