+91.0%
RISR vs VOO
+90.1%
+0.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | +0.2% | +0.5% | -0.4% | +0.2% |
| 30D | +0.5% | -0.9% | +1.5% | +0.5% |
| 3M | +2.2% | +3.9% | -1.7% | +2.4% |
| 6M | +5.7% | +14.5% | -8.8% | +6.3% |
| YTD | +5.7% | +13.0% | -7.3% | +6.3% |
| 1Y | +6.8% | +19.4% | -12.6% | +7.6% |
| 3Y | +31.3% | +78.9% | -47.6% | +35.0% |
| All | +91.0% | +90.1% | +0.8% | +96.1% |
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