+1,274.0%
RJF vs VOO
+817.1%
+456.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -1.3% | +0.1% | -1.3% | -1.3% |
| 3M | +18.9% | +2.0% | +16.9% | +15.4% |
| 6M | +15.0% | +13.0% | +2.0% | -2.3% |
| YTD | +12.2% | +13.6% | -1.4% | -5.2% |
| 1Y | +5.6% | +20.1% | -14.4% | -17.1% |
| 3Y | +74.9% | +77.6% | -2.7% | -18.5% |
| 5Y | +106.6% | +82.4% | +24.2% | -7.4% |
| 10Y | +433.1% | +316.8% | +116.2% | -25.1% |
| All | +1,274.0% | +817.1% | +456.9% | -40.2% |
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