+45.8%
RRC vs VOO
+798.5%
-752.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.1% | -2.3% |
| 7D | -10.3% | +0.1% | -10.4% | -10.6% |
| 30D | +19.5% | -3.3% | +22.8% | +23.6% |
| 3M | +27.9% | -2.4% | +30.3% | +30.8% |
| 6M | +21.2% | +2.6% | +18.6% | +16.3% |
| YTD | +39.6% | +11.3% | +28.3% | +21.2% |
| 1Y | +31.3% | +13.4% | +17.8% | +11.3% |
| 3Y | +51.9% | +80.3% | -28.3% | -24.5% |
| 5Y | +110.2% | +72.7% | +37.5% | +9.7% |
| 10Y | +56.7% | +310.0% | -253.4% | -70.9% |
| All | +45.8% | +798.5% | -752.6% | -89.5% |
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 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