-39.3%
RMCF vs VOO
+17.3%
-56.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +2.2% |
| 7D | -8.1% | -2.0% | -6.1% | -4.7% |
| 30D | +35.8% | -1.7% | +37.5% | +40.7% |
| 3M | -42.0% | +4.7% | -46.8% | -45.8% |
| 6M | -62.9% | +12.6% | -75.4% | -68.7% |
| YTD | -52.1% | +11.8% | -63.9% | -59.5% |
| 1Y | -39.3% | +17.5% | -56.9% | -53.4% |
| All | -39.3% | +17.3% | -56.6% | -53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling