-26.3%
RUM vs VOO
+82.8%
-109.1%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.5% | -3.9% |
| 7D | -16.6% | -0.8% | -15.9% | -15.6% |
| 30D | -5.0% | -1.1% | -4.0% | -3.4% |
| 3M | -4.9% | +3.9% | -8.8% | -9.5% |
| 6M | +28.5% | +13.6% | +14.9% | +9.8% |
| YTD | +13.4% | +12.7% | +0.7% | -1.1% |
| 1Y | -2.2% | +17.6% | -19.8% | -18.4% |
| 3Y | +3.8% | +77.3% | -73.6% | -40.8% |
| All | -26.3% | +82.8% | -109.1% | -60.3% |
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