-77.0%
RSKD vs VOO
+84.9%
-162.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.6% |
| 7D | -13.9% | -2.0% | -11.9% | -11.6% |
| 30D | +13.3% | -1.7% | +14.9% | +16.0% |
| 3M | +23.3% | +4.7% | +18.6% | +16.0% |
| 6M | +34.2% | +12.6% | +21.6% | +14.8% |
| YTD | +20.1% | +11.8% | +8.4% | +3.6% |
| 1Y | +30.9% | +17.5% | +13.4% | +5.4% |
| 3Y | +32.1% | +77.0% | -44.9% | -39.7% |
| 5Y | -79.3% | +82.6% | -161.9% | -90.8% |
| All | -77.0% | +84.9% | -162.0% | -89.4% |
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