-2.8%
RSVR vs VOO
+126.1%
-128.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -5.0% | +0.1% | -5.1% | -5.1% |
| 3M | -4.8% | +2.0% | -6.8% | -6.5% |
| 6M | -0.1% | +13.0% | -13.1% | -9.1% |
| YTD | +28.7% | +13.6% | +15.1% | +16.6% |
| 1Y | +24.1% | +20.1% | +4.0% | +7.6% |
| 3Y | +79.0% | +77.6% | +1.5% | +16.2% |
| 5Y | +6.1% | +82.4% | -76.3% | -35.9% |
| All | -2.8% | +126.1% | -128.9% | -46.0% |
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