+10.2%
RSVR vs VOO
+75.1%
-65.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.2% |
| 7D | +0.6% | -0.9% | +1.5% | +1.1% |
| 30D | +9.1% | -2.3% | +11.5% | +10.9% |
| 3M | +5.2% | -1.2% | +6.3% | +6.0% |
| 6M | +4.6% | +3.3% | +1.3% | +1.6% |
| YTD | +37.5% | +12.3% | +25.2% | +25.0% |
| 1Y | +42.6% | +12.5% | +30.1% | +29.4% |
| 3Y | +83.0% | +79.2% | +3.8% | +14.5% |
| 5Y | +10.2% | +75.7% | -65.5% | -36.5% |
| All | +10.2% | +75.1% | -65.0% | -36.5% |
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 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