+363.7%
RMBS vs VOO
+812.0%
-448.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.2% | +2.5% |
| 7D | +3.0% | +0.5% | +2.4% | +2.1% |
| 30D | -14.4% | -0.9% | -13.5% | -13.2% |
| 3M | -42.8% | +3.9% | -46.7% | -45.2% |
| 6M | -1.4% | +14.5% | -15.9% | -16.1% |
| YTD | -5.4% | +13.0% | -18.4% | -17.3% |
| 1Y | +18.6% | +19.4% | -0.9% | -2.4% |
| 3Y | +57.3% | +78.9% | -21.6% | -17.0% |
| 5Y | +265.7% | +82.3% | +183.4% | +91.3% |
| 10Y | +546.0% | +314.2% | +231.8% | +22.5% |
| All | +363.7% | +812.0% | -448.3% | -67.4% |
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 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