+107.5%
RCBC vs VOO
+81.6%
+25.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.8% |
| 7D | +0.8% | -0.4% | +1.1% | +0.8% |
| 30D | +11.6% | -1.4% | +13.0% | +11.8% |
| 3M | +26.4% | +3.7% | +22.7% | +25.8% |
| 6M | +21.9% | +13.0% | +8.9% | +19.9% |
| YTD | +20.2% | +12.4% | +7.7% | +18.2% |
| 1Y | +40.8% | +18.6% | +22.2% | +37.3% |
| 3Y | +179.4% | +78.1% | +101.3% | +164.1% |
| 5Y | +107.5% | +82.3% | +25.2% | +96.5% |
| All | +107.5% | +81.6% | +25.9% | +96.5% |
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 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