-72.9%
RNAC vs VOO
+80.9%
-153.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.3% |
| 7D | -3.4% | +0.1% | -3.5% | -3.7% |
| 30D | +11.0% | +0.1% | +11.0% | +10.8% |
| 3M | +41.5% | +2.0% | +39.5% | +35.7% |
| 6M | +17.8% | +13.0% | +4.8% | -5.9% |
| YTD | +28.6% | +13.6% | +15.0% | +1.9% |
| 1Y | -7.3% | +20.1% | -27.4% | -34.0% |
| All | -72.9% | +80.9% | -153.7% | -89.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling