+562.6%
RSPF vs VOO
+806.9%
-244.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -0.8% |
| 7D | -0.5% | -0.9% | +0.4% | +0.3% |
| 30D | +7.8% | -2.3% | +10.1% | +10.2% |
| 3M | +1.6% | -1.2% | +2.8% | +2.6% |
| 6M | +14.9% | +3.3% | +11.6% | +10.3% |
| YTD | +10.3% | +12.3% | -2.0% | -3.3% |
| 1Y | +14.3% | +12.5% | +1.8% | 0.0% |
| 3Y | +74.5% | +79.2% | -4.7% | -8.7% |
| 5Y | +42.7% | +75.7% | -33.0% | -23.9% |
| 10Y | +197.1% | +313.7% | -116.6% | -38.2% |
| All | +562.6% | +806.9% | -244.3% | -44.8% |
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 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