-70.8%
RPT vs VOO
+80.3%
-151.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.0% |
| 7D | -2.4% | -2.0% | -0.4% | -0.8% |
| 30D | -1.0% | -1.7% | +0.7% | +0.4% |
| 3M | -12.9% | +4.7% | -17.6% | -16.2% |
| 6M | -8.6% | +12.6% | -21.1% | -17.4% |
| YTD | -19.1% | +11.8% | -30.8% | -26.4% |
| 1Y | -15.1% | +17.5% | -32.7% | -26.3% |
| 3Y | -56.9% | +77.0% | -133.9% | -73.1% |
| 5Y | -70.8% | +82.6% | -153.4% | -82.9% |
| All | -70.8% | +80.3% | -151.1% | -82.9% |
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