+68.1%
RSF vs VOO
+195.2%
-127.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | -0.4% | -0.8% | +0.4% | -0.3% |
| 30D | 0.0% | -1.1% | +1.1% | +0.2% |
| 3M | +1.8% | +3.9% | -2.1% | +1.0% |
| 6M | +6.7% | +13.6% | -7.0% | +4.0% |
| YTD | +8.6% | +12.7% | -4.1% | +6.1% |
| 1Y | +9.6% | +17.6% | -8.0% | +6.1% |
| 3Y | +34.4% | +77.3% | -42.9% | +19.2% |
| 5Y | +28.9% | +84.1% | -55.2% | +12.5% |
| All | +68.1% | +195.2% | -127.2% | +32.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling