+315.5%
RTH vs VOO
+306.9%
+8.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.6% |
| 7D | +4.3% | -0.6% | +4.9% | +4.7% |
| 30D | +9.3% | -3.6% | +12.9% | +12.5% |
| 3M | +3.5% | -2.7% | +6.2% | +5.7% |
| 6M | +6.6% | +2.2% | +4.3% | +4.1% |
| YTD | +13.9% | +10.9% | +3.0% | +3.8% |
| 1Y | +13.0% | +11.3% | +1.7% | +2.6% |
| 3Y | +67.8% | +76.9% | -9.2% | +1.5% |
| 5Y | +56.8% | +73.5% | -16.7% | -3.7% |
| 10Y | +315.5% | +307.7% | +7.9% | +19.4% |
| All | +315.5% | +306.9% | +8.7% | +19.4% |
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 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