-1.3%
RCKY vs VOO
+80.3%
-81.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.2% |
| 7D | -0.5% | -2.0% | +1.5% | +2.1% |
| 30D | -8.4% | -1.7% | -6.7% | -6.4% |
| 3M | +12.7% | +4.7% | +7.9% | +5.4% |
| 6M | -1.4% | +12.6% | -13.9% | -16.6% |
| YTD | +49.4% | +11.8% | +37.6% | +27.8% |
| 1Y | +52.2% | +17.5% | +34.7% | +21.4% |
| 3Y | +198.9% | +77.0% | +122.0% | +40.1% |
| 5Y | -1.3% | +82.6% | -83.9% | -56.9% |
| All | -1.3% | +80.3% | -81.6% | -56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling