+395.3%
RSPM vs VOO
+817.1%
-421.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -0.2% | +0.1% | -0.3% | -0.3% |
| 3M | +3.5% | +2.0% | +1.5% | +1.3% |
| 6M | +3.3% | +13.0% | -9.8% | -9.0% |
| YTD | +19.6% | +13.6% | +6.0% | +4.9% |
| 1Y | +23.4% | +20.1% | +3.3% | +2.2% |
| 3Y | +30.0% | +77.6% | -47.6% | -28.2% |
| 5Y | +30.5% | +82.4% | -52.0% | -30.4% |
| 10Y | +173.5% | +316.8% | -143.4% | -39.5% |
| All | +395.3% | +817.1% | -421.7% | -55.7% |
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