+5.1%
RSBA vs VOO
+27.9%
-22.8%
-6.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -1.3% | +2.6% | -3.9% | -1.5% |
| 30D | +1.8% | -2.0% | +3.8% | +1.9% |
| 3M | -1.7% | -2.8% | +1.0% | -1.6% |
| 6M | -1.8% | +2.2% | -4.0% | -2.0% |
| YTD | -2.4% | +11.5% | -13.9% | -2.9% |
| 1Y | -2.3% | +13.5% | -15.8% | -2.8% |
| All | +5.1% | +27.9% | -22.8% | +3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling