-57.1%
RICK vs VOO
+82.3%
-139.4%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | 0.0% | +0.5% | -0.5% | -0.7% |
| 30D | +3.5% | -0.9% | +4.4% | +4.6% |
| 3M | +17.6% | +3.9% | +13.7% | +12.2% |
| 6M | +26.9% | +14.5% | +12.3% | +7.5% |
| YTD | +22.6% | +13.0% | +9.7% | +5.8% |
| 1Y | -16.7% | +19.4% | -36.1% | -32.7% |
| 3Y | -53.5% | +78.9% | -132.3% | -77.1% |
| 5Y | -57.1% | +82.3% | -139.3% | -78.2% |
| All | -57.1% | +82.3% | -139.4% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling