+67.0%
RSEE vs VOO
+81.6%
-14.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | +1.5% | +3.3% | -1.7% | -1.5% |
| 30D | -5.7% | -2.7% | -3.0% | -3.2% |
| 3M | -7.3% | -1.7% | -5.6% | -5.7% |
| 6M | -3.8% | +3.1% | -6.9% | -6.2% |
| YTD | +7.8% | +11.9% | -4.2% | -2.3% |
| 1Y | +8.0% | +12.1% | -4.1% | -2.1% |
| 3Y | +70.6% | +78.6% | -7.9% | +8.1% |
| All | +67.0% | +81.6% | -14.6% | +1.5% |
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