+322.5%
VOO vs RSP
+203.7%
+118.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | +0.4% |
| 7D | -0.4% | -1.8% | +1.5% | +1.3% |
| 30D | -1.4% | -2.5% | +1.2% | +1.0% |
| 3M | +3.7% | +3.0% | +0.7% | +0.9% |
| 6M | +13.0% | +8.9% | +4.1% | +4.4% |
| YTD | +12.4% | +13.0% | -0.5% | +0.4% |
| 1Y | +18.6% | +16.2% | +2.4% | +3.0% |
| 3Y | +78.1% | +52.7% | +25.4% | +20.0% |
| 5Y | +82.3% | +50.5% | +31.8% | +24.7% |
| 10Y | +322.5% | +209.8% | +112.7% | +48.5% |
| All | +322.5% | +203.7% | +118.9% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling