+1,536.0%
RCBC vs VOO
+803.9%
+732.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +0.9% | +3.3% | -2.3% | +0.5% |
| 30D | +6.9% | -2.7% | +9.6% | +7.3% |
| 3M | +24.9% | -1.7% | +26.6% | +25.2% |
| 6M | +42.9% | +3.1% | +39.7% | +42.3% |
| YTD | +34.8% | +11.9% | +22.8% | +32.8% |
| 1Y | +49.0% | +12.1% | +36.9% | +46.7% |
| 3Y | +187.7% | +78.6% | +109.1% | +168.4% |
| 5Y | +118.2% | +73.8% | +44.4% | +103.6% |
| 10Y | +377.0% | +312.3% | +64.7% | +309.9% |
| All | +1,536.0% | +803.9% | +732.2% | +1,293.6% |
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