+54.9%
RTH vs VOO
+72.0%
-17.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.4% | +0.1% |
| 7D | +3.2% | +0.1% | +3.1% | +3.0% |
| 30D | +9.0% | -3.3% | +12.3% | +11.8% |
| 3M | +3.4% | -2.4% | +5.8% | +5.2% |
| 6M | +6.3% | +2.6% | +3.7% | +3.6% |
| YTD | +13.5% | +11.3% | +2.2% | +3.3% |
| 1Y | +13.3% | +13.4% | -0.2% | +1.4% |
| 3Y | +69.7% | +80.3% | -10.5% | -0.6% |
| 5Y | +54.9% | +72.7% | -17.9% | -6.0% |
| All | +54.9% | +72.0% | -17.1% | -6.0% |
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 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