+558.0%
RSPF vs VOO
+817.1%
-259.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +0.4% | +0.1% | +0.4% | +0.4% |
| 3M | +12.7% | +2.0% | +10.7% | +10.0% |
| 6M | +14.0% | +13.0% | +1.0% | -0.4% |
| YTD | +9.6% | +13.6% | -4.0% | -4.8% |
| 1Y | +10.2% | +20.1% | -9.9% | -9.9% |
| 3Y | +69.6% | +77.6% | -8.0% | -10.0% |
| 5Y | +50.0% | +82.4% | -32.4% | -23.1% |
| 10Y | +220.1% | +316.8% | -96.8% | -33.7% |
| All | +558.0% | +817.1% | -259.1% | -45.7% |
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