+1,238.3%
RS vs VOO
+817.1%
+421.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | -4.6% | +0.1% | -4.7% | -4.7% |
| 3M | +1.3% | +2.0% | -0.7% | -1.3% |
| 6M | +29.2% | +13.0% | +16.2% | +12.2% |
| YTD | +40.1% | +13.6% | +26.5% | +20.8% |
| 1Y | +37.8% | +20.1% | +17.7% | +11.4% |
| 3Y | +46.8% | +77.6% | -30.8% | -25.2% |
| 5Y | +190.0% | +82.4% | +107.5% | +40.5% |
| 10Y | +569.4% | +316.8% | +252.6% | +6.8% |
| All | +1,238.3% | +817.1% | +421.3% | -34.6% |
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