+44.5%
RBB vs VOO
+257.8%
-213.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.3% |
| 7D | +2.7% | +0.5% | +2.2% | +2.2% |
| 30D | -0.9% | -0.9% | +0.1% | 0.0% |
| 3M | +10.2% | +3.9% | +6.3% | +6.1% |
| 6M | +25.9% | +14.5% | +11.3% | +10.1% |
| YTD | +31.4% | +13.0% | +18.5% | +16.5% |
| 1Y | +37.4% | +19.4% | +18.0% | +15.4% |
| 3Y | +111.5% | +78.9% | +32.6% | +20.2% |
| 5Y | +26.2% | +82.3% | -56.0% | -30.0% |
| All | +44.5% | +257.8% | -213.3% | -52.5% |
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