+1.1%
RMMZ vs VOO
+79.4%
-78.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -5.2% | +2.6% | -7.8% | -5.6% |
| 30D | +0.2% | -2.0% | +2.2% | +0.4% |
| 3M | -9.1% | -2.8% | -6.3% | -8.7% |
| 6M | -8.4% | +2.2% | -10.5% | -8.7% |
| YTD | -3.1% | +11.5% | -14.7% | -4.5% |
| 1Y | -5.4% | +13.5% | -18.9% | -7.0% |
| 3Y | +15.5% | +78.1% | -62.6% | +7.1% |
| All | +1.1% | +79.4% | -78.2% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling