+537.9%
ROAD vs VOO
+221.6%
+316.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.8% |
| 7D | -14.1% | -2.7% | -11.3% | -10.1% |
| 30D | -13.0% | -5.4% | -7.6% | -6.0% |
| 3M | -22.9% | -4.1% | -18.9% | -17.8% |
| 6M | -42.8% | +0.7% | -43.6% | -42.3% |
| YTD | -28.9% | +8.7% | -37.6% | -34.1% |
| 1Y | -31.6% | +11.0% | -42.6% | -37.9% |
| 3Y | +94.4% | +75.5% | +18.9% | +8.7% |
| 5Y | +86.3% | +68.4% | +17.9% | +9.0% |
| All | +537.9% | +221.6% | +316.3% | +104.3% |
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