-96.5%
RMSG vs VOO
+90.1%
-186.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.3% |
| 7D | +0.1% | +0.5% | -0.5% | -0.2% |
| 30D | -10.2% | -0.9% | -9.2% | -9.7% |
| 3M | -55.4% | +3.9% | -59.3% | -56.1% |
| 6M | -39.9% | +14.5% | -54.4% | -44.3% |
| YTD | -74.7% | +13.0% | -87.6% | -76.4% |
| 1Y | -88.1% | +19.4% | -107.5% | -89.0% |
| 3Y | -96.9% | +78.9% | -175.8% | -97.2% |
| All | -96.5% | +90.1% | -186.6% | -96.9% |
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