+109.3%
RBC vs VOO
+72.8%
+36.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.4% |
| 7D | -1.0% | -0.6% | -0.5% | -0.6% |
| 30D | -2.5% | -3.6% | +1.1% | +1.1% |
| 3M | -11.8% | -2.7% | -9.1% | -9.3% |
| 6M | -19.0% | +2.2% | -21.2% | -20.7% |
| YTD | +9.5% | +10.9% | -1.4% | -1.1% |
| 1Y | +11.3% | +11.3% | 0.0% | +0.2% |
| 3Y | +114.6% | +76.9% | +37.7% | +21.3% |
| 5Y | +109.3% | +73.5% | +35.8% | +19.4% |
| All | +109.3% | +72.8% | +36.6% | +19.4% |
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 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