-97.5%
RKLZ vs VOO
+17.3%
-114.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -5.7% |
| 7D | -3.3% | +0.1% | -3.4% | -2.7% |
| 30D | +15.6% | +0.1% | +15.5% | +17.3% |
| 3M | +67.9% | +2.0% | +65.9% | +127.8% |
| 6M | -83.9% | +13.0% | -96.9% | -36.4% |
| YTD | -90.1% | +13.6% | -103.7% | -56.5% |
| All | -97.5% | +17.3% | -114.9% | -83.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling