+72.7%
VOO vs RBA
+47.6%
+25.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | +1.8% |
| 7D | +0.1% | +2.5% | -2.4% | -0.4% |
| 30D | -3.3% | +11.6% | -14.9% | -5.7% |
| 3M | -2.4% | +1.5% | -3.9% | -2.9% |
| 6M | +2.6% | -6.6% | +9.2% | +3.3% |
| YTD | +11.3% | -6.3% | +17.5% | +11.4% |
| 1Y | +13.4% | -4.0% | +17.4% | +12.9% |
| 3Y | +80.3% | +47.3% | +33.0% | +61.1% |
| 5Y | +72.7% | +47.7% | +25.1% | +56.6% |
| All | +72.7% | +47.6% | +25.1% | +56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling