+138.6%
RBCAA vs VOO
+77.4%
+61.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.6% |
| 7D | -0.5% | -0.8% | +0.2% | 0.0% |
| 30D | -0.9% | -1.1% | +0.2% | -0.2% |
| 3M | +11.5% | +3.9% | +7.6% | +8.2% |
| 6M | +43.4% | +13.6% | +29.8% | +29.7% |
| YTD | +41.4% | +12.7% | +28.7% | +28.6% |
| 1Y | +28.1% | +17.6% | +10.5% | +12.3% |
| 3Y | +138.6% | +77.3% | +61.2% | +49.4% |
| All | +138.6% | +77.4% | +61.2% | +49.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling