+473.7%
RZG vs VOO
+807.8%
-334.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.8% |
| 7D | -0.7% | -0.4% | -0.4% | -0.3% |
| 30D | -5.5% | -1.4% | -4.1% | -3.9% |
| 3M | +0.9% | +3.7% | -2.9% | -3.3% |
| 6M | +15.2% | +13.0% | +2.2% | +0.2% |
| YTD | +21.5% | +12.4% | +9.0% | +6.3% |
| 1Y | +23.4% | +18.6% | +4.8% | +1.6% |
| 3Y | +62.2% | +78.1% | -15.9% | -16.2% |
| 5Y | +26.3% | +82.3% | -56.0% | -36.1% |
| 10Y | +144.1% | +322.5% | -178.4% | -52.2% |
| All | +473.7% | +807.8% | -334.2% | -53.2% |
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