+809.0%
VOO vs RBA
+581.8%
+227.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.4% | -0.1% | +1.7% |
| 7D | +0.1% | +2.5% | -2.4% | -0.5% |
| 30D | -3.3% | +11.6% | -14.9% | -6.1% |
| 3M | -2.4% | +1.5% | -3.9% | -3.1% |
| 6M | +2.6% | -6.6% | +9.2% | +3.4% |
| YTD | +11.3% | -6.3% | +17.5% | +11.5% |
| 1Y | +13.4% | -4.0% | +17.4% | +12.9% |
| 3Y | +80.3% | +47.3% | +33.0% | +58.6% |
| 5Y | +72.7% | +47.7% | +25.1% | +48.6% |
| 10Y | +310.0% | +224.7% | +85.3% | +175.5% |
| All | +809.0% | +581.8% | +227.2% | +383.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling