+522.2%
RVT vs VOO
+817.1%
-294.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | +3.5% | +2.0% | +1.5% | +1.3% |
| 6M | +5.6% | +13.0% | -7.4% | -7.2% |
| YTD | +18.9% | +13.6% | +5.3% | +3.9% |
| 1Y | +24.7% | +20.1% | +4.6% | +2.9% |
| 3Y | +69.5% | +77.6% | -8.1% | -7.4% |
| 5Y | +49.8% | +82.4% | -32.7% | -20.3% |
| 10Y | +226.9% | +316.8% | -90.0% | -26.5% |
| All | +522.2% | +817.1% | -294.9% | -46.1% |
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