-75.5%
RSKD vs VOO
+82.8%
-158.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.9% |
| 7D | -6.5% | -0.8% | -5.7% | -5.5% |
| 30D | -3.6% | -1.1% | -2.6% | -2.1% |
| 3M | +23.5% | +3.9% | +19.6% | +17.5% |
| 6M | +39.7% | +13.6% | +26.0% | +18.2% |
| YTD | +22.5% | +12.7% | +9.8% | +4.7% |
| 1Y | +30.4% | +17.6% | +12.8% | +5.3% |
| 3Y | +35.9% | +77.3% | -41.4% | -37.4% |
| All | -75.5% | +82.8% | -158.4% | -89.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling