-44.1%
RPT vs VOO
+347.0%
-391.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.1% |
| 7D | +2.2% | +0.5% | +1.7% | +1.8% |
| 30D | +6.7% | -0.9% | +7.7% | +7.5% |
| 3M | -8.5% | +3.9% | -12.4% | -11.4% |
| 6M | -6.3% | +14.5% | -20.8% | -16.2% |
| YTD | -16.7% | +13.0% | -29.7% | -24.7% |
| 1Y | -13.0% | +19.4% | -32.5% | -25.0% |
| 3Y | -55.7% | +78.9% | -134.6% | -72.1% |
| 5Y | -70.4% | +82.3% | -152.7% | -81.9% |
| 10Y | -49.3% | +314.2% | -363.5% | -80.7% |
| All | -44.1% | +347.0% | -391.1% | -79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling