+578.3%
RSPT vs VOO
+325.3%
+253.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +1.5% |
| 7D | +1.0% | -0.8% | +1.7% | +1.9% |
| 30D | -1.2% | -1.1% | -0.1% | +0.2% |
| 3M | +4.8% | +3.9% | +0.9% | +0.3% |
| 6M | +39.6% | +13.6% | +25.9% | +20.2% |
| YTD | +42.5% | +12.7% | +29.8% | +24.3% |
| 1Y | +50.9% | +17.6% | +33.3% | +25.3% |
| 3Y | +123.9% | +77.3% | +46.6% | +15.4% |
| 5Y | +121.1% | +84.1% | +37.0% | +10.6% |
| All | +578.3% | +325.3% | +253.0% | +33.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling