-38.7%
RTO vs VOO
+67.9%
-106.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.2% |
| 7D | +1.2% | -2.7% | +4.0% | +3.3% |
| 30D | +18.9% | -5.4% | +24.3% | +23.8% |
| 3M | -2.6% | -4.1% | +1.5% | +0.2% |
| 6M | -30.3% | +0.7% | -31.1% | -31.5% |
| YTD | -18.1% | +8.7% | -26.8% | -24.5% |
| 1Y | -10.5% | +11.0% | -21.5% | -19.0% |
| 3Y | -7.2% | +75.5% | -82.7% | -43.2% |
| All | -38.7% | +67.9% | -106.6% | -63.0% |
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