-98.3%
RKLZ vs VOO
+15.2%
-113.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.4% | +8.2% | +5.0% |
| 7D | -31.2% | +2.6% | -33.8% | -14.0% |
| 30D | -33.2% | -2.0% | -31.2% | -36.9% |
| 3M | -6.6% | -2.8% | -3.8% | -13.9% |
| 6M | -0.4% | +2.2% | -2.6% | +62.1% |
| YTD | -93.4% | +11.5% | -104.9% | -71.1% |
| All | -98.3% | +15.2% | -113.6% | -89.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling