+697.1%
RCKY vs VOO
+812.0%
-114.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.3% |
| 7D | -1.9% | +0.5% | -2.4% | -2.5% |
| 30D | -10.8% | -0.9% | -9.9% | -10.0% |
| 3M | +15.7% | +3.9% | +11.8% | +10.8% |
| 6M | +0.8% | +14.5% | -13.8% | -13.1% |
| YTD | +50.9% | +13.0% | +38.0% | +32.3% |
| 1Y | +49.9% | +19.4% | +30.5% | +24.0% |
| 3Y | +202.1% | +78.9% | +123.2% | +69.8% |
| 5Y | +1.3% | +82.3% | -81.0% | -43.5% |
| 10Y | +419.3% | +314.2% | +105.1% | +54.7% |
| All | +697.1% | +812.0% | -114.8% | +39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling