-97.5%
RKLZ vs VOO
+16.2%
-113.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.1% | +4.2% |
| 7D | -3.7% | -0.4% | -3.4% | -6.7% |
| 30D | +40.3% | -1.4% | +41.7% | +25.9% |
| 3M | +43.2% | +3.7% | +39.5% | +118.1% |
| 6M | -83.8% | +13.0% | -96.8% | -36.0% |
| YTD | -90.0% | +12.4% | -102.4% | -59.4% |
| All | -97.5% | +16.2% | -113.7% | -84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling