+33.7%
RSSY vs VOO
+48.3%
-14.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.6% |
| 7D | +0.7% | -2.0% | +2.7% | +2.4% |
| 30D | +2.0% | -1.7% | +3.6% | +3.4% |
| 3M | +6.0% | +4.7% | +1.3% | +1.8% |
| 6M | +19.4% | +12.6% | +6.9% | +7.7% |
| YTD | +37.0% | +11.8% | +25.3% | +24.3% |
| 1Y | +34.0% | +17.5% | +16.4% | +16.0% |
| All | +33.7% | +48.3% | -14.6% | -3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling