-89.2%
RMCF vs VOO
+81.6%
-170.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | -11.8% | -0.4% | -11.4% | -11.6% |
| 30D | +15.4% | -1.4% | +16.8% | +16.2% |
| 3M | -43.8% | +3.7% | -47.5% | -44.4% |
| 6M | -62.8% | +13.0% | -75.8% | -64.2% |
| YTD | -52.6% | +12.4% | -65.1% | -54.3% |
| 1Y | -40.0% | +18.6% | -58.6% | -42.8% |
| 3Y | -82.1% | +78.1% | -160.2% | -84.5% |
| 5Y | -89.2% | +82.3% | -171.5% | -90.9% |
| All | -89.2% | +81.6% | -170.8% | -90.9% |
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