-29.9%
RM vs VOO
+82.6%
-112.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.1% |
| 6M | +1.1% | +13.0% | -11.9% | -12.1% |
| YTD | -10.8% | +13.6% | -24.3% | -22.6% |
| 1Y | -20.4% | +20.1% | -40.5% | -34.8% |
| 3Y | +32.8% | +77.6% | -44.8% | -27.0% |
| All | -29.9% | +82.6% | -112.5% | -62.9% |
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