+9.7%
RMM vs VOO
+179.1%
-169.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.6% | -0.1% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +5.4% | -3.3% | +8.7% | +6.6% |
| 3M | -6.6% | -2.4% | -4.2% | -5.8% |
| 6M | -3.2% | +2.6% | -5.8% | -4.2% |
| YTD | +5.1% | +11.3% | -6.2% | +0.8% |
| 1Y | +3.1% | +13.4% | -10.3% | -1.8% |
| 3Y | +21.8% | +80.3% | -58.5% | -4.2% |
| 5Y | -2.3% | +72.7% | -75.0% | -22.3% |
| All | +9.7% | +179.1% | -169.4% | -34.9% |
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