+562.0%
RBA vs VOO
+777.9%
-215.9%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.6% |
| 7D | +4.3% | -2.7% | +7.0% | +6.3% |
| 30D | +16.3% | -5.4% | +21.7% | +21.0% |
| 3M | +1.3% | -4.1% | +5.4% | +4.3% |
| 6M | -11.1% | +0.7% | -11.8% | -11.9% |
| YTD | -8.5% | +8.7% | -17.2% | -14.4% |
| 1Y | -2.1% | +11.0% | -13.1% | -9.9% |
| 3Y | +44.6% | +75.5% | -30.9% | -7.0% |
| 5Y | +36.8% | +68.4% | -31.5% | -9.8% |
| 10Y | +227.3% | +315.7% | -88.4% | +2.2% |
| All | +562.0% | +777.9% | -215.9% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling