+539.5%
RL vs VOO
+795.4%
-255.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | +1.3% | -0.6% | +1.9% | +2.3% |
| 30D | +7.6% | -3.6% | +11.3% | +12.6% |
| 3M | -1.5% | -2.7% | +1.2% | +1.8% |
| 6M | +12.1% | +2.2% | +9.8% | +9.3% |
| YTD | +13.9% | +10.9% | +3.0% | +1.4% |
| 1Y | +20.7% | +11.3% | +9.3% | +7.0% |
| 3Y | +260.6% | +76.9% | +183.6% | +92.4% |
| 5Y | +248.9% | +73.5% | +175.3% | +92.9% |
| 10Y | +355.9% | +307.7% | +48.2% | +1.8% |
| All | +539.5% | +795.4% | -255.9% | -42.6% |
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