+56.2%
RIG vs VOO
+82.8%
-26.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.8% |
| 7D | -3.1% | -0.8% | -2.3% | -2.2% |
| 30D | -0.5% | -1.1% | +0.5% | +0.7% |
| 3M | -6.0% | +3.9% | -9.9% | -11.1% |
| 6M | -10.1% | +13.6% | -23.8% | -25.2% |
| YTD | +37.3% | +12.7% | +24.6% | +15.8% |
| 1Y | +73.9% | +17.6% | +56.3% | +39.1% |
| 3Y | -30.2% | +77.3% | -107.5% | -66.6% |
| All | +56.2% | +82.8% | -26.6% | -26.5% |
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 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