+28.6%
RBB vs VOO
+80.3%
-51.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.6% |
| 7D | 0.0% | -2.0% | +2.0% | +1.7% |
| 30D | -1.5% | -1.7% | +0.1% | -0.2% |
| 3M | +9.6% | +4.7% | +4.8% | +5.2% |
| 6M | +27.8% | +12.6% | +15.3% | +15.1% |
| YTD | +32.0% | +11.8% | +20.2% | +19.5% |
| 1Y | +42.4% | +17.5% | +24.9% | +23.3% |
| 3Y | +112.3% | +77.0% | +35.4% | +28.9% |
| 5Y | +28.6% | +82.6% | -53.9% | -24.0% |
| All | +28.6% | +80.3% | -51.7% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling