+240.2%
RL vs VOO
+72.0%
+168.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.3% | +3.5% | +2.8% |
| 7D | +0.2% | +0.1% | +0.2% | +0.4% |
| 30D | +7.3% | -3.3% | +10.7% | +12.4% |
| 3M | +1.0% | -2.4% | +3.4% | +4.4% |
| 6M | +11.8% | +2.6% | +9.2% | +8.0% |
| YTD | +13.6% | +11.3% | +2.3% | -1.1% |
| 1Y | +24.0% | +13.4% | +10.6% | +5.4% |
| 3Y | +256.6% | +80.3% | +176.3% | +70.3% |
| 5Y | +240.2% | +72.7% | +167.5% | +73.4% |
| All | +240.2% | +72.0% | +168.3% | +73.4% |
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 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