+68.5%
RSEE vs VOO
+80.5%
-11.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | -0.1% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -5.4% | -3.3% | -2.0% | -2.3% |
| 3M | -6.3% | -2.4% | -3.9% | -4.0% |
| 6M | -3.6% | +2.6% | -6.2% | -5.5% |
| YTD | +8.8% | +11.3% | -2.5% | -0.8% |
| 1Y | +11.7% | +13.4% | -1.8% | +0.2% |
| 3Y | +74.0% | +80.3% | -6.3% | +9.7% |
| All | +68.5% | +80.5% | -11.9% | +3.1% |
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