+2.1%
RSVR vs VOO
+122.0%
-119.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +0.2% | +2.6% | -2.4% | -1.6% |
| 30D | +6.2% | -2.0% | +8.2% | +7.6% |
| 3M | +2.8% | -2.8% | +5.6% | +4.8% |
| 6M | +0.7% | +2.2% | -1.5% | -1.3% |
| YTD | +35.1% | +11.5% | +23.6% | +24.0% |
| 1Y | +41.7% | +13.5% | +28.2% | +28.2% |
| 3Y | +78.5% | +78.1% | +0.4% | +15.5% |
| 5Y | +8.3% | +73.1% | -64.9% | -33.3% |
| All | +2.1% | +122.0% | -119.9% | -42.6% |
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