+83.7%
VOO vs RIG
+56.9%
+26.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -0.4% | -8.2% | +7.8% | +0.5% |
| 30D | -1.4% | -0.2% | -1.2% | -1.4% |
| 3M | +3.7% | -2.7% | +6.4% | +3.8% |
| 6M | +13.0% | -7.5% | +20.5% | +13.1% |
| YTD | +12.4% | +38.3% | -25.8% | +7.5% |
| 1Y | +18.6% | +81.8% | -63.3% | +9.6% |
| 3Y | +78.1% | -30.2% | +108.3% | +75.6% |
| All | +83.7% | +56.9% | +26.8% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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