+92.4%
RM vs VOO
+315.3%
-222.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | -0.6% | -0.4% | -0.3% | -0.2% |
| 30D | +5.2% | -1.4% | +6.5% | +6.8% |
| 3M | -8.5% | +3.7% | -12.2% | -12.9% |
| 6M | +3.4% | +13.0% | -9.6% | -10.7% |
| YTD | -13.0% | +12.4% | -25.5% | -24.2% |
| 1Y | -19.0% | +18.6% | -37.6% | -33.4% |
| 3Y | +36.0% | +78.1% | -42.1% | -28.8% |
| 5Y | -31.7% | +82.3% | -113.9% | -65.2% |
| 10Y | +92.4% | +322.5% | -230.1% | -61.2% |
| All | +92.4% | +315.3% | -222.9% | -61.2% |
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