+115.1%
RRBI vs VOO
+189.4%
-74.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.0% |
| 7D | -0.1% | -2.0% | +1.9% | +1.6% |
| 30D | +1.0% | -1.7% | +2.7% | +2.4% |
| 3M | +11.1% | +4.7% | +6.4% | +6.5% |
| 6M | +17.9% | +12.6% | +5.3% | +6.0% |
| YTD | +45.6% | +11.8% | +33.8% | +31.5% |
| 1Y | +61.6% | +17.5% | +44.1% | +39.7% |
| 3Y | +124.3% | +77.0% | +47.3% | +37.0% |
| 5Y | +116.9% | +82.6% | +34.4% | +26.6% |
| All | +115.1% | +189.4% | -74.3% | -21.3% |
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