+39.5%
RM vs VOO
+80.1%
-40.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.0% | +2.1% |
| 7D | +3.5% | +0.1% | +3.4% | +3.4% |
| 30D | +4.6% | +0.1% | +4.5% | +4.5% |
| 3M | -5.4% | +2.0% | -7.4% | -8.0% |
| 6M | +1.1% | +13.0% | -11.9% | -12.6% |
| YTD | -10.8% | +13.6% | -24.3% | -23.1% |
| 1Y | -20.4% | +20.1% | -40.5% | -35.4% |
| All | +39.5% | +80.1% | -40.6% | -19.1% |
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