+708.3%
RSPN vs VOO
+817.1%
-108.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -5.9% | +0.1% | -5.9% | -5.9% |
| 3M | -0.4% | +2.0% | -2.4% | -2.5% |
| 6M | -2.4% | +13.0% | -15.4% | -13.7% |
| YTD | +8.6% | +13.6% | -5.0% | -4.4% |
| 1Y | +10.8% | +20.1% | -9.3% | -7.8% |
| 3Y | +53.5% | +77.6% | -24.1% | -14.0% |
| 5Y | +65.6% | +82.4% | -16.9% | -10.2% |
| 10Y | +263.3% | +316.8% | -53.5% | -15.1% |
| All | +708.3% | +817.1% | -108.8% | -13.8% |
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