-91.1%
RMCF vs VOO
+309.6%
-400.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -12.0% | +2.6% | -14.6% | -12.9% |
| 30D | -24.0% | -2.0% | -22.0% | -23.4% |
| 3M | -55.8% | -2.8% | -53.0% | -55.3% |
| 6M | -71.1% | +2.2% | -73.3% | -71.3% |
| YTD | -61.6% | +11.5% | -73.1% | -62.8% |
| 1Y | -54.7% | +13.5% | -68.2% | -56.3% |
| 3Y | -81.8% | +78.1% | -159.9% | -84.6% |
| 5Y | -92.2% | +73.1% | -165.4% | -93.4% |
| All | -91.1% | +309.6% | -400.8% | -94.1% |
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 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