+211.8%
RBA vs VOO
+306.9%
-95.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +3.2% | -0.6% | +3.8% | +3.5% |
| 30D | +12.0% | -3.6% | +15.7% | +14.8% |
| 3M | +2.9% | -2.7% | +5.6% | +4.7% |
| 6M | -6.3% | +2.2% | -8.5% | -8.1% |
| YTD | -5.9% | +10.9% | -16.8% | -13.0% |
| 1Y | -3.9% | +11.3% | -15.2% | -11.4% |
| 3Y | +64.9% | +76.9% | -12.0% | +8.0% |
| 5Y | +48.5% | +73.5% | -25.0% | -2.1% |
| 10Y | +211.8% | +307.7% | -95.9% | -4.4% |
| All | +211.8% | +306.9% | -95.1% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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