+102.5%
ROAD vs VOO
+79.1%
+23.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.2% | -3.0% |
| 7D | +4.5% | +3.3% | +1.2% | -0.7% |
| 30D | -6.2% | -2.7% | -3.5% | -0.1% |
| 3M | -33.3% | -1.7% | -31.6% | -30.0% |
| 6M | -36.1% | +3.1% | -39.3% | -37.8% |
| YTD | -25.4% | +11.9% | -37.3% | -35.8% |
| 1Y | -27.5% | +12.1% | -39.5% | -37.6% |
| All | +102.5% | +79.1% | +23.4% | -19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling