-0.8%
RONB vs VOO
+11.2%
-12.0%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +3.6% | +2.6% | +1.0% | +0.8% |
| 30D | +1.8% | -2.0% | +3.8% | +4.1% |
| 3M | +3.7% | -2.8% | +6.5% | +7.0% |
| 6M | +9.0% | +2.2% | +6.8% | +7.7% |
| YTD | -0.4% | +11.5% | -12.0% | -8.9% |
| All | -0.8% | +11.2% | -12.0% | -9.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling