+169.3%
RSI vs VOO
+191.3%
-22.0%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.5% |
| 7D | -1.5% | -2.0% | +0.4% | +1.4% |
| 30D | +4.8% | -1.7% | +6.5% | +7.4% |
| 3M | -8.5% | +4.7% | -13.3% | -15.3% |
| 6M | +26.9% | +12.6% | +14.3% | +4.4% |
| YTD | +35.7% | +11.8% | +23.9% | +12.9% |
| 1Y | +25.1% | +17.5% | +7.6% | -4.0% |
| 3Y | +398.3% | +77.0% | +321.3% | +105.2% |
| 5Y | +64.1% | +82.6% | -18.4% | -32.1% |
| All | +169.3% | +191.3% | -22.0% | -0.5% |
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