+27.1%
RPM vs VOO
+75.1%
-48.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.2% |
| 7D | -3.0% | -0.9% | -2.1% | -2.2% |
| 30D | +9.0% | -2.3% | +11.4% | +11.3% |
| 3M | -8.8% | -1.2% | -7.6% | -8.0% |
| 6M | +7.4% | +3.3% | +4.1% | +4.1% |
| YTD | +3.9% | +12.3% | -8.5% | -6.6% |
| 1Y | +0.5% | +12.5% | -12.0% | -9.9% |
| 3Y | +14.4% | +79.2% | -64.8% | -33.1% |
| 5Y | +27.1% | +75.7% | -48.6% | -26.3% |
| All | +27.1% | +75.1% | -48.1% | -26.3% |
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