+68.6%
RSF vs VOO
+195.9%
-127.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +0.1% | +0.5% | -0.5% | 0.0% |
| 30D | +0.5% | -0.9% | +1.5% | +0.7% |
| 3M | +2.1% | +3.9% | -1.8% | +1.3% |
| 6M | +7.7% | +14.5% | -6.9% | +4.8% |
| YTD | +9.0% | +13.0% | -3.9% | +6.4% |
| 1Y | +9.7% | +19.4% | -9.7% | +5.9% |
| 3Y | +34.7% | +78.9% | -44.1% | +19.3% |
| 5Y | +30.3% | +82.3% | -52.0% | +13.9% |
| All | +68.6% | +195.9% | -127.2% | +33.3% |
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