+107.9%
RSPD vs VOO
+325.3%
-217.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.1% |
| 7D | -3.2% | -0.8% | -2.5% | -2.4% |
| 30D | -7.2% | -1.1% | -6.2% | -6.2% |
| 3M | -3.3% | +3.9% | -7.2% | -7.3% |
| 6M | -2.8% | +13.6% | -16.4% | -15.3% |
| YTD | -5.3% | +12.7% | -18.0% | -16.7% |
| 1Y | -8.7% | +17.6% | -26.3% | -23.4% |
| 3Y | +25.3% | +77.3% | -52.0% | -32.3% |
| 5Y | +15.1% | +84.1% | -69.0% | -39.8% |
| All | +107.9% | +325.3% | -217.4% | -50.7% |
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