+413.7%
RCKY vs VOO
+325.3%
+88.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.0% |
| 7D | +0.1% | -0.8% | +0.9% | +1.1% |
| 30D | -6.6% | -1.1% | -5.5% | -5.4% |
| 3M | +11.8% | +3.9% | +7.9% | +6.3% |
| 6M | +2.2% | +13.6% | -11.4% | -13.1% |
| YTD | +52.4% | +12.7% | +39.7% | +31.0% |
| 1Y | +52.7% | +17.6% | +35.2% | +24.5% |
| 3Y | +220.5% | +77.3% | +143.1% | +63.6% |
| 5Y | +0.7% | +84.1% | -83.4% | -50.4% |
| All | +413.7% | +325.3% | +88.5% | +22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling