+1,600.6%
RBC vs VOO
+803.9%
+796.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | +5.2% | +3.3% | +2.0% | +1.0% |
| 30D | -4.1% | -2.7% | -1.4% | -0.8% |
| 3M | -12.0% | -1.7% | -10.2% | -10.0% |
| 6M | -20.2% | +3.1% | -23.3% | -23.4% |
| YTD | +9.1% | +11.9% | -2.9% | -5.8% |
| 1Y | +9.8% | +12.1% | -2.2% | -5.2% |
| 3Y | +113.9% | +78.6% | +35.3% | -1.1% |
| 5Y | +113.1% | +73.8% | +39.3% | +1.2% |
| 10Y | +531.3% | +312.3% | +219.0% | -1.8% |
| All | +1,600.6% | +803.9% | +796.7% | -24.5% |
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