+61.6%
RSPC vs VOO
+213.5%
-151.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +2.3% | +0.1% | +2.3% | +2.3% |
| 3M | +0.5% | +2.0% | -1.5% | -1.5% |
| 6M | -5.8% | +13.0% | -18.8% | -15.6% |
| YTD | -6.5% | +13.6% | -20.1% | -16.7% |
| 1Y | -4.0% | +20.1% | -24.0% | -18.7% |
| 3Y | +39.3% | +77.6% | -38.2% | -18.0% |
| 5Y | 0.0% | +82.4% | -82.5% | -42.7% |
| All | +61.6% | +213.5% | -151.9% | -42.9% |
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 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