+401.0%
RSPU vs VOO
+817.1%
-416.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -1.8% | +0.1% | -1.8% | -1.8% |
| 3M | -2.0% | +2.0% | -4.0% | -3.4% |
| 6M | -7.5% | +13.0% | -20.5% | -14.4% |
| YTD | +3.3% | +13.6% | -10.3% | -4.9% |
| 1Y | +6.2% | +20.1% | -13.9% | -5.6% |
| 3Y | +55.8% | +77.6% | -21.8% | +7.2% |
| 5Y | +54.3% | +82.4% | -28.2% | +2.8% |
| 10Y | +141.5% | +316.8% | -175.4% | -5.5% |
| All | +401.0% | +817.1% | -416.1% | +23.4% |
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 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