+4.8%
RMM vs VOO
+179.7%
-174.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | -3.7% | +2.6% | -6.3% | -4.6% |
| 30D | +0.7% | -2.0% | +2.7% | +1.3% |
| 3M | -9.6% | -2.8% | -6.9% | -8.8% |
| 6M | -7.6% | +2.2% | -9.8% | -8.5% |
| YTD | +0.4% | +11.5% | -11.1% | -3.8% |
| 1Y | -2.0% | +13.5% | -15.5% | -6.7% |
| 3Y | +14.7% | +78.1% | -63.4% | -9.3% |
| 5Y | -6.7% | +73.1% | -79.9% | -25.9% |
| All | +4.8% | +179.7% | -174.9% | -37.8% |
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