+67.3%
RING vs VOO
+636.9%
-569.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | -7.0% | +2.6% | -9.5% | -8.1% |
| 30D | -2.2% | -2.0% | -0.2% | -1.1% |
| 3M | -7.3% | -2.8% | -4.5% | -5.8% |
| 6M | -14.3% | +2.2% | -16.5% | -14.8% |
| YTD | -2.7% | +11.5% | -14.3% | -6.8% |
| 1Y | +9.0% | +13.5% | -4.5% | +3.7% |
| 3Y | +252.6% | +78.1% | +174.5% | +175.8% |
| 5Y | +168.5% | +73.1% | +95.3% | +109.9% |
| 10Y | +369.0% | +310.7% | +58.3% | +158.5% |
| All | +67.3% | +636.9% | -569.6% | -38.8% |
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