+139.1%
RSPU vs VOO
+325.3%
-186.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.8% |
| 7D | -1.5% | -0.8% | -0.8% | -1.1% |
| 30D | -3.6% | -1.1% | -2.5% | -3.0% |
| 3M | -4.0% | +3.9% | -7.9% | -6.4% |
| 6M | -6.7% | +13.6% | -20.4% | -14.2% |
| YTD | +1.7% | +12.7% | -11.1% | -6.1% |
| 1Y | +3.0% | +17.6% | -14.6% | -7.5% |
| 3Y | +51.8% | +77.3% | -25.5% | +2.8% |
| 5Y | +54.7% | +84.1% | -29.5% | +0.3% |
| All | +139.1% | +325.3% | -186.2% | -12.5% |
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