-35.5%
RTO vs VOO
+82.6%
-118.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -2.8% | +0.1% | -2.9% | -2.9% |
| 3M | -19.1% | +2.0% | -21.2% | -20.8% |
| 6M | -15.3% | +13.0% | -28.3% | -24.0% |
| YTD | -17.3% | +13.6% | -30.9% | -26.1% |
| 1Y | -3.2% | +20.1% | -23.3% | -17.4% |
| 3Y | -31.8% | +77.6% | -109.4% | -58.2% |
| All | -35.5% | +82.6% | -118.1% | -62.6% |
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