+312.2%
VOO vs RVTY
+216.9%
+95.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.1% |
| 7D | +3.3% | +4.1% | -0.8% | +2.0% |
| 30D | -2.7% | +1.3% | -4.0% | -3.3% |
| 3M | -1.7% | +33.3% | -35.0% | -11.1% |
| 6M | +3.1% | +58.3% | -55.2% | -12.4% |
| YTD | +11.9% | +62.7% | -50.8% | -6.8% |
| 1Y | +12.1% | +67.2% | -55.2% | -7.8% |
| 3Y | +78.6% | +87.3% | -8.7% | +34.9% |
| 5Y | +73.8% | -13.4% | +87.2% | +73.4% |
| All | +312.2% | +216.9% | +95.3% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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