+765.1%
ROAD vs VOO
+235.9%
+529.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.4% |
| 7D | -4.9% | +0.1% | -5.0% | -5.0% |
| 30D | -0.4% | +0.1% | -0.4% | -0.2% |
| 3M | -7.3% | +2.0% | -9.3% | -9.3% |
| 6M | -23.0% | +13.0% | -36.1% | -32.7% |
| YTD | -3.6% | +13.6% | -17.1% | -16.2% |
| 1Y | -13.8% | +20.1% | -33.9% | -29.7% |
| 3Y | +198.3% | +77.6% | +120.8% | +61.8% |
| 5Y | +207.9% | +82.4% | +125.4% | +62.5% |
| All | +765.1% | +235.9% | +529.2% | +159.6% |
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