+82.2%
RM vs VOO
+314.4%
-232.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +0.7% |
| 7D | -10.7% | -0.9% | -9.7% | -9.8% |
| 30D | +5.0% | -2.3% | +7.3% | +7.6% |
| 3M | +12.6% | -1.2% | +13.7% | +13.8% |
| 6M | +4.5% | +3.3% | +1.2% | -0.3% |
| YTD | -6.5% | +12.3% | -18.8% | -18.5% |
| 1Y | -3.5% | +12.5% | -16.0% | -16.1% |
| 3Y | +74.1% | +79.2% | -5.1% | -9.3% |
| 5Y | -29.3% | +75.7% | -105.0% | -62.5% |
| 10Y | +82.2% | +313.7% | -231.5% | -60.4% |
| All | +82.2% | +314.4% | -232.2% | -60.4% |
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 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