+20.4%
RULE vs VOO
+75.3%
-54.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +1.9% | -0.4% | +2.3% | +2.1% |
| 30D | +0.3% | -1.4% | +1.6% | +1.2% |
| 3M | -2.6% | +3.7% | -6.3% | -4.6% |
| 6M | +23.7% | +13.0% | +10.7% | +15.6% |
| YTD | +31.6% | +12.4% | +19.1% | +23.5% |
| 1Y | +33.7% | +18.6% | +15.1% | +22.1% |
| 3Y | +56.5% | +78.1% | -21.5% | +21.0% |
| All | +20.4% | +75.3% | -54.9% | -1.4% |
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 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