+805.8%
VOO vs RSP
+601.4%
+204.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.6% | +0.7% | -1.3% | -1.2% |
| 30D | -3.6% | +3.7% | -7.3% | -6.8% |
| 3M | -2.7% | +0.7% | -3.4% | -3.4% |
| 6M | +2.2% | +9.0% | -6.8% | -5.6% |
| YTD | +10.9% | +16.7% | -5.8% | -3.9% |
| 1Y | +11.3% | +19.0% | -7.6% | -5.2% |
| 3Y | +76.9% | +64.7% | +12.2% | +11.6% |
| 5Y | +73.5% | +49.6% | +23.9% | +19.7% |
| 10Y | +307.7% | +213.2% | +94.5% | +41.9% |
| All | +805.8% | +601.4% | +204.4% | +50.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling