+26.9%
RSPA vs VOO
+39.0%
-12.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -3.1% | -2.0% | -1.1% | -1.8% |
| 30D | -2.6% | -1.7% | -1.0% | -1.5% |
| 3M | +3.0% | +4.7% | -1.8% | -0.3% |
| 6M | +7.7% | +12.6% | -4.9% | -1.0% |
| YTD | +10.2% | +11.8% | -1.6% | +1.8% |
| 1Y | +14.4% | +17.5% | -3.1% | +1.8% |
| All | +26.9% | +39.0% | -12.1% | -0.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling