+376.2%
RICK vs VOO
+817.1%
-440.9%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.6% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | +13.1% | +0.1% | +13.0% | +13.1% |
| 3M | +17.2% | +2.0% | +15.2% | +14.4% |
| 6M | +22.2% | +13.0% | +9.2% | +5.9% |
| YTD | +23.9% | +13.6% | +10.4% | +7.0% |
| 1Y | -17.9% | +20.1% | -38.0% | -33.5% |
| 3Y | -54.6% | +77.6% | -132.2% | -76.5% |
| 5Y | -52.9% | +82.4% | -135.3% | -76.0% |
| 10Y | +178.9% | +316.8% | -138.0% | -26.7% |
| All | +376.2% | +817.1% | -440.9% | -22.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling