+55.1%
RSPE vs VOO
+72.5%
-17.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +2.0% | +2.6% | -0.6% | -0.2% |
| 30D | +4.4% | -2.0% | +6.4% | +6.2% |
| 3M | +0.9% | -2.8% | +3.6% | +3.3% |
| 6M | +11.5% | +2.2% | +9.4% | +9.2% |
| YTD | +20.3% | +11.5% | +8.8% | +9.0% |
| 1Y | +25.2% | +13.5% | +11.7% | +11.6% |
| 3Y | +73.3% | +78.1% | -4.8% | +2.3% |
| All | +55.1% | +72.5% | -17.4% | -7.3% |
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 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