+236.0%
RMR vs VOO
+355.5%
-119.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +1.2% | +0.5% | +0.7% | +0.8% |
| 30D | +0.1% | -0.9% | +1.0% | +0.9% |
| 3M | -3.2% | +3.9% | -7.1% | -6.7% |
| 6M | +19.4% | +14.5% | +4.9% | +5.5% |
| YTD | +41.1% | +13.0% | +28.1% | +26.1% |
| 1Y | +27.2% | +19.4% | +7.8% | +7.8% |
| 3Y | +4.3% | +78.9% | -74.6% | -40.0% |
| 5Y | -19.0% | +82.3% | -101.3% | -54.8% |
| 10Y | -0.9% | +314.2% | -315.1% | -73.3% |
| All | +236.0% | +355.5% | -119.5% | -22.8% |
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