+29.2%
RZC vs VOO
+123.0%
-93.8%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +0.2% | -2.0% | +2.2% | +0.5% |
| 30D | 0.0% | -1.7% | +1.6% | +0.2% |
| 3M | +2.0% | +4.7% | -2.7% | +1.2% |
| 6M | +3.4% | +12.6% | -9.2% | +1.3% |
| YTD | +4.0% | +11.8% | -7.7% | +2.1% |
| 1Y | +6.0% | +17.5% | -11.5% | +3.1% |
| 3Y | +20.9% | +77.0% | -56.1% | +6.8% |
| All | +29.2% | +123.0% | -93.8% | +9.1% |
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 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