+37.0%
RS vs VOO
+21.4%
+15.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.1% |
| 7D | +1.7% | +0.3% | +1.4% | +1.5% |
| 30D | -3.7% | +0.2% | -4.0% | -3.9% |
| 3M | +1.4% | +2.8% | -1.4% | -0.4% |
| 6M | +28.2% | +14.3% | +13.9% | +17.6% |
| YTD | +39.3% | +14.0% | +25.3% | +27.5% |
| All | +37.0% | +21.4% | +15.7% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling