+180.4%
RS vs VOO
+72.6%
+107.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | +2.5% | +2.6% | -0.1% | +0.3% |
| 30D | +5.0% | -2.0% | +7.0% | +6.7% |
| 3M | +0.8% | -2.8% | +3.6% | +3.1% |
| 6M | +16.6% | +2.2% | +14.4% | +14.3% |
| YTD | +49.5% | +11.5% | +38.0% | +36.1% |
| 1Y | +58.6% | +13.5% | +45.1% | +42.3% |
| 3Y | +67.1% | +78.1% | -11.0% | +2.5% |
| All | +180.4% | +72.6% | +107.8% | +71.4% |
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 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