-5.4%
RTO vs VOO
+75.0%
-80.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | +2.8% |
| 7D | +3.5% | -4.7% | +8.2% | +7.1% |
| 30D | +20.7% | -5.9% | +26.6% | +25.9% |
| 3M | -1.8% | -4.5% | +2.7% | +1.2% |
| 6M | -28.1% | +1.9% | -30.0% | -30.1% |
| YTD | -16.5% | +8.4% | -24.9% | -23.1% |
| 1Y | -10.7% | +9.5% | -20.1% | -18.5% |
| All | -5.4% | +75.0% | -80.3% | -49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling