+755.8%
RMD vs VOO
+817.1%
-61.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | +2.2% | +0.1% | +2.2% | +2.1% |
| 3M | +17.8% | +2.0% | +15.8% | +15.4% |
| 6M | -11.3% | +13.0% | -24.4% | -21.1% |
| YTD | -4.4% | +13.6% | -18.0% | -15.3% |
| 1Y | -15.7% | +20.1% | -35.8% | -29.2% |
| 3Y | +47.7% | +77.6% | -29.8% | -14.5% |
| 5Y | -19.2% | +82.4% | -101.7% | -54.7% |
| 10Y | +280.4% | +316.8% | -36.5% | -3.8% |
| All | +755.8% | +817.1% | -61.3% | -5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling