+10.2%
RSMC vs VOO
+34.4%
-24.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.2% |
| 7D | -2.4% | -2.0% | -0.4% | -0.4% |
| 30D | -4.2% | -1.7% | -2.5% | -2.5% |
| 3M | +0.8% | +4.7% | -4.0% | -3.9% |
| 6M | +11.5% | +12.6% | -1.1% | -1.2% |
| YTD | +10.6% | +11.8% | -1.2% | -1.3% |
| 1Y | +7.1% | +17.5% | -10.5% | -9.2% |
| All | +10.2% | +34.4% | -24.2% | -17.2% |
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