-89.7%
RMCF vs VOO
+321.7%
-411.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | -8.1% | -2.0% | -6.1% | -7.4% |
| 30D | +35.8% | -1.7% | +37.5% | +36.8% |
| 3M | -42.0% | +4.7% | -46.8% | -42.9% |
| 6M | -62.9% | +12.6% | -75.4% | -64.1% |
| YTD | -52.1% | +11.8% | -63.9% | -53.6% |
| 1Y | -39.3% | +17.5% | -56.9% | -42.0% |
| 3Y | -81.9% | +77.0% | -158.9% | -84.7% |
| 5Y | -89.3% | +82.6% | -171.8% | -91.0% |
| All | -89.7% | +321.7% | -411.4% | -92.7% |
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