-14.5%
RPC vs VOO
+74.6%
-89.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.1% |
| 7D | +5.2% | -2.7% | +7.9% | +7.8% |
| 30D | +22.6% | -5.4% | +28.0% | +29.1% |
| 3M | +10.9% | -4.1% | +14.9% | +15.3% |
| 6M | +19.3% | +0.7% | +18.5% | +18.1% |
| YTD | +0.3% | +8.7% | -8.5% | -7.6% |
| 1Y | -4.9% | +11.0% | -15.9% | -14.0% |
| 3Y | +1.3% | +75.5% | -74.2% | -37.3% |
| 5Y | -17.4% | +68.4% | -85.8% | -47.5% |
| All | -14.5% | +74.6% | -89.1% | -48.1% |
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