-42.2%
RIG vs VOO
+325.3%
-367.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -3.1% |
| 7D | -3.1% | -0.8% | -2.3% | -1.9% |
| 30D | -0.5% | -1.1% | +0.5% | +1.0% |
| 3M | -6.0% | +3.9% | -9.9% | -12.4% |
| 6M | -10.1% | +13.6% | -23.8% | -28.6% |
| YTD | +37.3% | +12.7% | +24.6% | +10.8% |
| 1Y | +73.9% | +17.6% | +56.3% | +31.3% |
| 3Y | -30.2% | +77.3% | -107.5% | -73.1% |
| 5Y | +62.5% | +84.1% | -21.7% | -41.5% |
| All | -42.2% | +325.3% | -367.5% | -93.7% |
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