+648.5%
RSPH vs VOO
+817.1%
-168.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +6.3% | +0.1% | +6.2% | +6.2% |
| 3M | +18.3% | +2.0% | +16.3% | +16.0% |
| 6M | +14.8% | +13.0% | +1.8% | +3.2% |
| YTD | +18.0% | +13.6% | +4.5% | +5.6% |
| 1Y | +28.8% | +20.1% | +8.8% | +9.8% |
| 3Y | +31.5% | +77.6% | -46.1% | -21.1% |
| 5Y | +20.7% | +82.4% | -61.7% | -29.9% |
| 10Y | +155.5% | +316.8% | -161.3% | -31.0% |
| All | +648.5% | +817.1% | -168.6% | -0.6% |
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 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