+188.0%
RSPF vs VOO
+311.2%
-123.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +0.3% | +3.3% | -2.9% | -2.9% |
| 30D | +6.9% | -2.7% | +9.6% | +9.7% |
| 3M | +0.3% | -1.7% | +2.0% | +1.8% |
| 6M | +13.1% | +3.1% | +10.0% | +8.9% |
| YTD | +9.0% | +11.9% | -3.0% | -3.9% |
| 1Y | +12.1% | +12.1% | 0.0% | -1.3% |
| 3Y | +72.3% | +78.6% | -6.3% | -8.7% |
| 5Y | +40.5% | +73.8% | -33.3% | -23.4% |
| All | +188.0% | +311.2% | -123.2% | -40.6% |
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