+271.5%
RMD vs VOO
+325.3%
-53.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.4% |
| 7D | -4.4% | -0.8% | -3.6% | -3.8% |
| 30D | -3.1% | -1.1% | -2.1% | -2.2% |
| 3M | +13.8% | +3.9% | +9.9% | +9.8% |
| 6M | -8.6% | +13.6% | -22.2% | -18.9% |
| YTD | -8.6% | +12.7% | -21.3% | -18.4% |
| 1Y | -19.7% | +17.6% | -37.3% | -31.1% |
| 3Y | +48.4% | +77.3% | -28.9% | -13.9% |
| 5Y | -22.7% | +84.1% | -106.9% | -56.9% |
| All | +271.5% | +325.3% | -53.8% | -12.0% |
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