-91.4%
RPD vs VOO
+82.3%
-173.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.4% | -4.1% |
| 7D | -12.9% | +0.5% | -13.4% | -13.5% |
| 30D | -9.6% | -0.9% | -8.7% | -8.2% |
| 3M | +42.5% | +3.9% | +38.6% | +35.4% |
| 6M | +47.9% | +14.5% | +33.4% | +22.0% |
| YTD | -31.2% | +13.0% | -44.1% | -42.1% |
| 1Y | -49.2% | +19.4% | -68.7% | -60.6% |
| 3Y | -78.6% | +78.9% | -157.4% | -91.0% |
| 5Y | -91.4% | +82.3% | -173.7% | -96.4% |
| All | -91.4% | +82.3% | -173.7% | -96.4% |
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