+285.9%
RTO vs VOO
+775.2%
-489.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | +2.4% |
| 7D | +3.5% | -4.7% | +8.2% | +6.7% |
| 30D | +20.7% | -5.9% | +26.6% | +25.2% |
| 3M | -1.8% | -4.5% | +2.7% | +0.9% |
| 6M | -28.1% | +1.9% | -30.0% | -29.5% |
| YTD | -16.5% | +8.4% | -24.9% | -21.4% |
| 1Y | -10.7% | +9.5% | -20.1% | -16.4% |
| 3Y | -5.6% | +75.3% | -80.9% | -34.7% |
| 5Y | -36.9% | +67.9% | -104.8% | -55.4% |
| 10Y | +97.2% | +314.4% | -217.2% | -12.9% |
| All | +285.9% | +775.2% | -489.3% | +28.4% |
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