+49.6%
RTH vs VOO
+82.3%
-32.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.8% |
| 7D | -0.7% | +0.5% | -1.2% | -1.1% |
| 30D | -5.2% | -0.9% | -4.3% | -4.5% |
| 3M | +1.4% | +3.9% | -2.5% | -1.9% |
| 6M | -0.1% | +14.5% | -14.6% | -11.0% |
| YTD | +4.0% | +13.0% | -8.9% | -6.3% |
| 1Y | +3.5% | +19.4% | -16.0% | -11.2% |
| 3Y | +51.7% | +78.9% | -27.2% | -10.2% |
| 5Y | +49.6% | +82.3% | -32.6% | -13.2% |
| All | +49.6% | +82.3% | -32.7% | -13.2% |
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 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