+31.5%
RBA vs VOO
+80.9%
-49.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | -12.3% | +0.1% | -12.4% | -12.3% |
| 3M | -20.5% | +2.0% | -22.5% | -21.8% |
| 6M | -18.5% | +13.0% | -31.6% | -26.0% |
| YTD | -18.2% | +13.6% | -31.8% | -25.8% |
| 1Y | -27.5% | +20.1% | -47.6% | -36.9% |
| All | +31.5% | +80.9% | -49.3% | -15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling