-12.2%
RPC vs VOO
+78.7%
-90.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.3% | +0.3% |
| 7D | +3.6% | +0.1% | +3.6% | +3.3% |
| 30D | +25.4% | -3.3% | +28.8% | +29.3% |
| 3M | +11.3% | -2.4% | +13.7% | +13.8% |
| 6M | +14.9% | +2.6% | +12.3% | +11.7% |
| YTD | +3.0% | +11.3% | -8.3% | -7.2% |
| 1Y | -4.1% | +13.4% | -17.6% | -15.2% |
| 3Y | +4.8% | +80.3% | -75.4% | -36.8% |
| 5Y | -15.7% | +72.7% | -88.4% | -47.8% |
| All | -12.2% | +78.7% | -90.9% | -47.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling