+5.5%
RSBA vs VOO
+30.3%
-24.8%
-3.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -2.2% | +0.1% | -2.3% | -2.2% |
| 3M | -2.0% | +2.0% | -4.0% | -2.1% |
| 6M | -2.8% | +13.0% | -15.8% | -3.4% |
| YTD | -2.1% | +13.6% | -15.6% | -2.6% |
| 1Y | -0.8% | +20.1% | -20.8% | -1.4% |
| All | +5.5% | +30.3% | -24.8% | +3.7% |
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