+9.5%
RMMZ vs VOO
+82.7%
-73.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | -0.1% | +2.0% | -2.2% | -0.4% |
| 6M | +1.7% | +13.0% | -11.4% | +0.1% |
| YTD | +4.9% | +13.6% | -8.7% | +3.1% |
| 1Y | +8.1% | +20.1% | -12.0% | +5.5% |
| 3Y | +18.7% | +77.6% | -58.9% | +9.9% |
| All | +9.5% | +82.7% | -73.2% | -0.5% |
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