+1,328.0%
RS vs VOO
+800.4%
+527.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.0% |
| 7D | +2.5% | +2.6% | -0.1% | -0.4% |
| 30D | +5.0% | -2.0% | +7.0% | +7.3% |
| 3M | +0.8% | -2.8% | +3.6% | +3.9% |
| 6M | +16.6% | +2.2% | +14.4% | +13.3% |
| YTD | +49.5% | +11.5% | +38.0% | +31.3% |
| 1Y | +58.6% | +13.5% | +45.1% | +36.5% |
| 3Y | +67.1% | +78.1% | -11.0% | -15.3% |
| 5Y | +177.4% | +73.1% | +104.2% | +43.0% |
| 10Y | +567.2% | +310.7% | +256.5% | +7.7% |
| All | +1,328.0% | +800.4% | +527.5% | -28.9% |
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