-89.5%
RPD vs VOO
+67.9%
-157.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -5.3% |
| 7D | -11.4% | -2.7% | -8.6% | -8.5% |
| 30D | +17.5% | -5.4% | +22.9% | +26.2% |
| 3M | +41.4% | -4.1% | +45.5% | +49.1% |
| 6M | +123.4% | +0.7% | +122.7% | +119.9% |
| YTD | -3.4% | +8.7% | -12.1% | -15.0% |
| 1Y | +1.9% | +11.0% | -9.0% | -12.9% |
| 3Y | -70.1% | +75.5% | -145.6% | -87.3% |
| All | -89.5% | +67.9% | -157.4% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling