-22.9%
RUM vs VOO
+98.9%
-121.8%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.5% | -9.9% | -9.7% |
| 7D | -14.5% | -0.4% | -14.2% | -14.0% |
| 30D | +21.1% | -1.4% | +22.5% | +23.7% |
| 3M | +0.4% | +3.7% | -3.3% | -3.8% |
| 6M | +41.6% | +13.0% | +28.6% | +22.6% |
| YTD | +19.0% | +12.4% | +6.5% | +4.6% |
| 1Y | +0.1% | +18.6% | -18.5% | -16.8% |
| 3Y | +5.6% | +78.1% | -72.4% | -38.3% |
| 5Y | -22.5% | +82.3% | -104.7% | -57.4% |
| All | -22.9% | +98.9% | -121.8% | -57.3% |
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 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