+23.8%
RPD vs VOO
+306.9%
-283.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.8% |
| 7D | -2.4% | -0.6% | -1.8% | -2.1% |
| 30D | +5.5% | -3.6% | +9.1% | +10.1% |
| 3M | +24.8% | -2.7% | +27.5% | +28.8% |
| 6M | +110.0% | +2.2% | +107.8% | +103.5% |
| YTD | -4.7% | +10.9% | -15.6% | -17.0% |
| 1Y | +3.2% | +11.3% | -8.1% | -10.5% |
| 3Y | -71.2% | +76.9% | -148.1% | -86.1% |
| 5Y | -89.1% | +73.5% | -162.6% | -94.4% |
| 10Y | +23.8% | +307.7% | -283.8% | -80.2% |
| All | +23.8% | +306.9% | -283.0% | -80.2% |
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