+817.5%
VOO vs RVTY
+671.7%
+145.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | -2.3% | +1.7% | -4.1% | -3.2% |
| 3M | -1.2% | +36.8% | -38.0% | -12.2% |
| 6M | +3.3% | +60.1% | -56.8% | -13.8% |
| YTD | +12.3% | +64.0% | -51.6% | -8.3% |
| 1Y | +12.5% | +68.2% | -55.7% | -9.2% |
| 3Y | +79.2% | +88.8% | -9.6% | +32.3% |
| 5Y | +75.7% | -10.5% | +86.2% | +70.1% |
| 10Y | +313.7% | +219.7% | +94.0% | +117.0% |
| All | +817.5% | +671.7% | +145.8% | +207.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling