+254.0%
RRX vs VOO
+812.0%
-558.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.2% |
| 7D | +4.3% | +0.5% | +3.7% | +3.6% |
| 30D | -8.0% | -0.9% | -7.1% | -6.9% |
| 3M | -22.0% | +3.9% | -25.9% | -25.2% |
| 6M | -11.9% | +14.5% | -26.4% | -24.6% |
| YTD | +17.1% | +13.0% | +4.1% | +2.2% |
| 1Y | +14.9% | +19.4% | -4.5% | -6.1% |
| 3Y | +6.9% | +78.9% | -72.0% | -45.2% |
| 5Y | +19.6% | +82.3% | -62.7% | -39.7% |
| 10Y | +215.9% | +314.2% | -98.3% | -41.0% |
| All | +254.0% | +812.0% | -558.0% | -75.5% |
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