+127.5%
RBCAA vs VOO
+80.3%
+47.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.4% |
| 7D | +1.8% | -2.0% | +3.8% | +3.1% |
| 30D | -1.8% | -1.7% | -0.2% | -0.8% |
| 3M | +11.5% | +4.7% | +6.8% | +8.0% |
| 6M | +43.5% | +12.6% | +30.9% | +32.2% |
| YTD | +42.8% | +11.8% | +31.1% | +32.1% |
| 1Y | +30.4% | +17.5% | +12.8% | +16.5% |
| 3Y | +138.8% | +77.0% | +61.8% | +65.9% |
| 5Y | +127.5% | +82.6% | +44.9% | +51.4% |
| All | +127.5% | +80.3% | +47.2% | +51.4% |
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