+283.7%
RVSB vs VOO
+812.0%
-528.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.0% |
| 7D | +1.9% | +0.5% | +1.4% | +1.6% |
| 30D | -2.1% | -0.9% | -1.1% | -1.5% |
| 3M | -6.9% | +3.9% | -10.8% | -9.4% |
| 6M | -1.9% | +14.5% | -16.4% | -10.6% |
| YTD | +5.8% | +13.0% | -7.2% | -2.8% |
| 1Y | +5.5% | +19.4% | -13.9% | -6.6% |
| 3Y | -5.2% | +78.9% | -84.1% | -36.6% |
| 5Y | -16.7% | +82.3% | -99.0% | -46.0% |
| 10Y | +31.3% | +314.2% | -282.9% | -44.2% |
| All | +283.7% | +812.0% | -528.3% | +14.4% |
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