+62.8%
RMBI vs VOO
+77.4%
-14.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.4% |
| 30D | 0.0% | -1.1% | +1.1% | +0.4% |
| 3M | +9.0% | +3.9% | +5.2% | +7.4% |
| 6M | +21.3% | +13.6% | +7.7% | +15.2% |
| YTD | +16.8% | +12.7% | +4.0% | +11.2% |
| 1Y | +13.9% | +17.6% | -3.7% | +6.7% |
| 3Y | +62.8% | +77.3% | -14.5% | +28.7% |
| All | +62.8% | +77.4% | -14.6% | +28.7% |
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