+12.5%
RMM vs VOO
+182.0%
-169.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.9% |
| 7D | -1.1% | -0.4% | -0.7% | -0.9% |
| 30D | -2.8% | -1.4% | -1.4% | -2.3% |
| 3M | -1.5% | +3.7% | -5.3% | -2.9% |
| 6M | +0.7% | +13.0% | -12.3% | -3.8% |
| YTD | +7.8% | +12.4% | -4.6% | +3.1% |
| 1Y | +9.4% | +18.6% | -9.2% | +2.5% |
| 3Y | +14.1% | +78.1% | -64.0% | -9.7% |
| 5Y | -5.9% | +82.3% | -88.2% | -27.0% |
| All | +12.5% | +182.0% | -169.5% | -33.4% |
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