+115.7%
RRBI vs VOO
+191.8%
-76.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | -0.4% |
| 7D | +0.4% | -0.8% | +1.1% | +1.0% |
| 30D | +1.4% | -1.1% | +2.4% | +2.3% |
| 3M | +13.5% | +3.9% | +9.6% | +9.5% |
| 6M | +19.4% | +13.6% | +5.7% | +6.5% |
| YTD | +46.0% | +12.7% | +33.3% | +31.0% |
| 1Y | +60.3% | +17.6% | +42.7% | +38.5% |
| 3Y | +128.1% | +77.3% | +50.7% | +39.1% |
| 5Y | +117.6% | +84.1% | +33.4% | +26.0% |
| All | +115.7% | +191.8% | -76.1% | -21.6% |
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 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