+1,598.4%
RBC vs VOO
+817.1%
+781.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | 0.0% |
| 7D | -2.4% | +0.1% | -2.5% | -2.6% |
| 30D | -14.6% | +0.1% | -14.7% | -14.7% |
| 3M | -17.2% | +2.0% | -19.2% | -19.3% |
| 6M | -14.3% | +13.0% | -27.3% | -26.7% |
| YTD | +8.9% | +13.6% | -4.6% | -7.5% |
| 1Y | +24.9% | +20.1% | +4.8% | -1.3% |
| 3Y | +109.0% | +77.6% | +31.4% | -2.6% |
| 5Y | +121.7% | +82.4% | +39.2% | -1.2% |
| 10Y | +551.2% | +316.8% | +234.4% | +0.1% |
| All | +1,598.4% | +817.1% | +781.3% | -25.9% |
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