+438.6%
RSPD vs VOO
+800.4%
-361.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | 0.0% | +2.6% | -2.6% | -2.6% |
| 30D | +9.1% | -2.0% | +11.0% | +11.2% |
| 3M | -1.1% | -2.8% | +1.7% | +1.6% |
| 6M | +10.5% | +2.2% | +8.3% | +7.6% |
| YTD | +1.2% | +11.5% | -10.3% | -9.9% |
| 1Y | +5.1% | +13.5% | -8.4% | -8.2% |
| 3Y | +44.5% | +78.1% | -33.6% | -21.1% |
| 5Y | +13.9% | +73.1% | -59.3% | -35.4% |
| 10Y | +119.5% | +310.7% | -191.2% | -46.6% |
| All | +438.6% | +800.4% | -361.9% | -38.3% |
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