-48.8%
RPT vs VOO
+325.3%
-374.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.1% |
| 7D | -3.7% | -0.8% | -2.9% | -3.1% |
| 30D | -3.0% | -1.1% | -2.0% | -2.2% |
| 3M | -12.1% | +3.9% | -15.9% | -14.9% |
| 6M | -8.6% | +13.6% | -22.2% | -18.2% |
| YTD | -19.4% | +12.7% | -32.1% | -27.4% |
| 1Y | -17.0% | +17.6% | -34.6% | -28.1% |
| 3Y | -57.4% | +77.3% | -134.7% | -73.8% |
| 5Y | -70.9% | +84.1% | -155.0% | -82.9% |
| All | -48.8% | +325.3% | -374.1% | -82.5% |
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