+101.7%
RTO vs VOO
+314.4%
-212.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.6% |
| 7D | -2.4% | -0.9% | -1.5% | -1.9% |
| 30D | +16.4% | -2.3% | +18.8% | +18.2% |
| 3M | -3.0% | -1.2% | -1.9% | -2.6% |
| 6M | -28.0% | +3.3% | -31.4% | -30.4% |
| YTD | -18.2% | +12.3% | -30.5% | -25.8% |
| 1Y | -9.8% | +12.5% | -22.3% | -18.3% |
| 3Y | -7.5% | +79.2% | -86.7% | -41.3% |
| 5Y | -39.7% | +75.7% | -115.3% | -61.4% |
| 10Y | +101.7% | +313.7% | -211.9% | -27.3% |
| All | +101.7% | +314.4% | -212.7% | -27.3% |
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