+82.3%
VOO vs RSP
+51.6%
+30.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | +0.4% |
| 7D | +0.5% | -0.4% | +0.9% | +0.9% |
| 30D | -0.9% | -1.5% | +0.6% | +0.5% |
| 3M | +3.9% | +4.8% | -0.9% | -0.8% |
| 6M | +14.5% | +10.3% | +4.3% | +4.2% |
| YTD | +13.0% | +14.1% | -1.1% | -0.6% |
| 1Y | +19.4% | +17.0% | +2.4% | +2.4% |
| 3Y | +78.9% | +54.2% | +24.7% | +16.9% |
| 5Y | +82.3% | +51.5% | +30.8% | +21.3% |
| All | +82.3% | +51.6% | +30.6% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling