+75.4%
RING vs VOO
+642.2%
-566.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -2.9% | -2.3% |
| 7D | +0.8% | -0.9% | +1.7% | +1.2% |
| 30D | -3.6% | -2.3% | -1.3% | -2.4% |
| 3M | -4.6% | -1.2% | -3.5% | -3.9% |
| 6M | -11.5% | +3.3% | -14.9% | -12.5% |
| YTD | +2.0% | +12.3% | -10.4% | -2.6% |
| 1Y | +14.9% | +12.5% | +2.4% | +9.7% |
| 3Y | +267.6% | +79.2% | +188.4% | +186.6% |
| 5Y | +181.5% | +75.7% | +105.8% | +118.6% |
| 10Y | +391.7% | +313.7% | +78.1% | +170.1% |
| All | +75.4% | +642.2% | -566.8% | -36.0% |
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