+42.5%
RSKD vs VOO
+20.9%
+21.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -5.7% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +24.2% | +0.1% | +24.2% | +24.3% |
| 3M | +35.3% | +2.0% | +33.3% | +33.7% |
| 6M | +47.3% | +13.0% | +34.3% | +31.9% |
| YTD | +31.0% | +13.6% | +17.4% | +17.0% |
| 1Y | +42.5% | +20.1% | +22.4% | +21.0% |
| All | +42.5% | +20.9% | +21.5% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling