+992.2%
RTH vs VOO
+806.9%
+185.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.1% |
| 7D | 0.0% | -0.9% | +0.9% | +0.7% |
| 30D | +8.9% | -2.3% | +11.3% | +10.9% |
| 3M | +4.0% | -1.2% | +5.2% | +4.8% |
| 6M | +8.4% | +3.3% | +5.0% | +5.0% |
| YTD | +13.8% | +12.3% | +1.5% | +2.8% |
| 1Y | +12.4% | +12.5% | -0.1% | +1.3% |
| 3Y | +67.7% | +79.2% | -11.5% | +1.4% |
| 5Y | +56.1% | +75.7% | -19.5% | -4.1% |
| 10Y | +315.2% | +313.7% | +1.5% | +25.4% |
| All | +992.2% | +806.9% | +185.3% | +78.0% |
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