+25.9%
RBCAA vs VOO
+21.4%
+4.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.2% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | -5.0% | +0.2% | -5.3% | -5.1% |
| 3M | +18.7% | +2.8% | +15.9% | +17.9% |
| 6M | +38.8% | +14.3% | +24.5% | +31.4% |
| YTD | +40.3% | +14.0% | +26.3% | +32.8% |
| All | +25.9% | +21.4% | +4.6% | +13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling