+13.9%
RMM vs VOO
+184.9%
-171.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.5% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -0.9% | +0.1% | -0.9% | -0.9% |
| 3M | -0.1% | +2.0% | -2.2% | -1.0% |
| 6M | +1.9% | +13.0% | -11.1% | -2.7% |
| YTD | +9.1% | +13.6% | -4.5% | +4.0% |
| 1Y | +12.7% | +20.1% | -7.4% | +5.1% |
| 3Y | +15.2% | +77.6% | -62.3% | -8.6% |
| 5Y | -5.7% | +82.4% | -88.2% | -26.8% |
| All | +13.9% | +184.9% | -171.0% | -32.8% |
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 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