+460.6%
RZV vs VOO
+810.0%
-349.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.2% |
| 7D | -2.9% | -0.8% | -2.2% | -2.1% |
| 30D | -3.5% | -1.1% | -2.4% | -2.3% |
| 3M | +1.5% | +3.9% | -2.4% | -3.0% |
| 6M | +19.0% | +13.6% | +5.4% | +2.6% |
| YTD | +24.0% | +12.7% | +11.3% | +7.9% |
| 1Y | +24.0% | +17.6% | +6.4% | +2.9% |
| 3Y | +64.3% | +77.3% | -13.0% | -14.8% |
| 5Y | +72.3% | +84.1% | -11.9% | -15.0% |
| 10Y | +170.7% | +323.5% | -152.8% | -50.8% |
| All | +460.6% | +810.0% | -349.4% | -65.2% |
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