-5.5%
RSVR vs VOO
+124.4%
-129.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.5% | +6.8% |
| 7D | -2.8% | -0.8% | -2.0% | -2.2% |
| 30D | -3.4% | -1.1% | -2.3% | -2.6% |
| 3M | -7.7% | +3.9% | -11.6% | -10.3% |
| 6M | -3.7% | +13.6% | -17.3% | -12.6% |
| YTD | +25.1% | +12.7% | +12.4% | +14.1% |
| 1Y | +18.4% | +17.6% | +0.8% | +4.4% |
| 3Y | +66.1% | +77.3% | -11.2% | +7.9% |
| 5Y | -0.8% | +84.1% | -85.0% | -40.2% |
| All | -5.5% | +124.4% | -129.9% | -47.2% |
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