+357.6%
RING vs VOO
+315.3%
+42.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +2.0% | -0.4% | +2.4% | +2.3% |
| 30D | +11.3% | -1.4% | +12.7% | +12.2% |
| 3M | +30.5% | +3.7% | +26.8% | +28.4% |
| 6M | 0.0% | +13.0% | -13.1% | -5.1% |
| YTD | +19.4% | +12.4% | +7.0% | +13.7% |
| 1Y | +54.2% | +18.6% | +35.6% | +43.6% |
| 3Y | +313.7% | +78.1% | +235.6% | +222.3% |
| 5Y | +261.9% | +82.3% | +179.6% | +175.6% |
| 10Y | +357.6% | +322.5% | +35.1% | +147.9% |
| All | +357.6% | +315.3% | +42.3% | +147.9% |
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 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