+27.3%
RMI vs VOO
+224.8%
-197.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.4% |
| 7D | -2.7% | -0.8% | -1.9% | -2.5% |
| 30D | -6.1% | -1.1% | -5.0% | -5.8% |
| 3M | -3.4% | +3.9% | -7.3% | -4.3% |
| 6M | -3.7% | +13.6% | -17.4% | -6.7% |
| YTD | +6.6% | +12.7% | -6.1% | +3.5% |
| 1Y | +7.3% | +17.6% | -10.2% | +3.1% |
| 3Y | +14.7% | +77.3% | -62.6% | -0.6% |
| 5Y | -7.3% | +84.1% | -91.4% | -21.0% |
| All | +27.3% | +224.8% | -197.5% | -3.1% |
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