-22.1%
RMD vs VOO
+81.6%
-103.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | -4.7% | -0.4% | -4.4% | -4.5% |
| 30D | +0.2% | -1.4% | +1.6% | +1.4% |
| 3M | +12.0% | +3.7% | +8.3% | +8.6% |
| 6M | -12.5% | +13.0% | -25.6% | -21.1% |
| YTD | -7.9% | +12.4% | -20.4% | -16.6% |
| 1Y | -20.4% | +18.6% | -39.0% | -31.1% |
| 3Y | +53.1% | +78.1% | -24.9% | -7.5% |
| 5Y | -22.1% | +82.3% | -104.4% | -53.5% |
| All | -22.1% | +81.6% | -103.7% | -53.5% |
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