+707.6%
RMT vs VOO
+817.1%
-109.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -1.6% | +0.1% | -1.6% | -1.6% |
| 3M | -0.6% | +2.0% | -2.6% | -2.4% |
| 6M | +16.1% | +13.0% | +3.0% | +3.1% |
| YTD | +37.9% | +13.6% | +24.3% | +21.9% |
| 1Y | +46.9% | +20.1% | +26.8% | +23.1% |
| 3Y | +95.3% | +77.6% | +17.7% | +12.0% |
| 5Y | +74.4% | +82.4% | -8.0% | -2.7% |
| 10Y | +294.0% | +316.8% | -22.8% | -2.1% |
| All | +707.6% | +817.1% | -109.4% | -18.6% |
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