+29.7%
RZC vs VOO
+125.3%
-95.7%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | +0.5% | +0.5% | 0.0% | +0.5% |
| 30D | +0.6% | -0.9% | +1.6% | +0.8% |
| 3M | +2.6% | +3.9% | -1.3% | +2.0% |
| 6M | +3.4% | +14.5% | -11.1% | +1.1% |
| YTD | +4.4% | +13.0% | -8.5% | +2.3% |
| 1Y | +6.9% | +19.4% | -12.5% | +3.7% |
| 3Y | +21.3% | +78.9% | -57.5% | +7.1% |
| All | +29.7% | +125.3% | -95.7% | +9.4% |
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