+18.5%
RIV vs VOO
+75.1%
-56.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.7% |
| 7D | -1.7% | -0.9% | -0.8% | -1.4% |
| 30D | +1.1% | -2.3% | +3.5% | +2.2% |
| 3M | -9.5% | -1.2% | -8.3% | -9.1% |
| 6M | -7.1% | +3.3% | -10.4% | -8.5% |
| YTD | -2.8% | +12.3% | -15.1% | -7.8% |
| 1Y | +1.0% | +12.5% | -11.5% | -4.3% |
| 3Y | +50.3% | +79.2% | -28.9% | +15.4% |
| 5Y | +18.5% | +75.7% | -57.2% | -12.0% |
| All | +18.5% | +75.1% | -56.6% | -12.0% |
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