+310.7%
VOO vs RBA
+207.2%
+103.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.6% |
| 7D | +2.6% | +1.7% | +0.8% | +2.1% |
| 30D | -2.0% | +8.3% | -10.3% | -4.1% |
| 3M | -2.8% | +10.5% | -13.3% | -5.6% |
| 6M | +2.2% | -5.9% | +8.0% | +2.7% |
| YTD | +11.5% | -6.9% | +18.4% | +11.9% |
| 1Y | +13.5% | -4.9% | +18.4% | +13.1% |
| 3Y | +78.1% | +64.5% | +13.6% | +50.9% |
| 5Y | +73.1% | +46.1% | +27.1% | +47.9% |
| All | +310.7% | +207.2% | +103.5% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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