+16.0%
RSPD vs VOO
+75.1%
-59.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -1.7% |
| 7D | -2.1% | -0.9% | -1.2% | -1.2% |
| 30D | +10.5% | -2.3% | +12.9% | +13.2% |
| 3M | -0.2% | -1.2% | +0.9% | +0.8% |
| 6M | +10.2% | +3.3% | +6.9% | +5.9% |
| YTD | +2.6% | +12.3% | -9.8% | -10.1% |
| 1Y | +5.5% | +12.5% | -7.0% | -7.7% |
| 3Y | +45.9% | +79.2% | -33.2% | -25.2% |
| 5Y | +16.0% | +75.7% | -59.7% | -38.8% |
| All | +16.0% | +75.1% | -59.2% | -38.8% |
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