+75.7%
VOO vs RVTY
-9.4%
+85.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | -2.3% | +1.7% | -4.1% | -2.9% |
| 3M | -1.2% | +36.8% | -38.0% | -9.2% |
| 6M | +3.3% | +60.1% | -56.8% | -9.4% |
| YTD | +12.3% | +64.0% | -51.6% | -3.0% |
| 1Y | +12.5% | +68.2% | -55.7% | -3.7% |
| 3Y | +79.2% | +88.8% | -9.6% | +42.9% |
| 5Y | +75.7% | -10.5% | +86.2% | +75.8% |
| All | +75.7% | -9.4% | +85.1% | +75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling