+133.7%
ROAM vs VOO
+316.2%
-182.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +4.2% | +0.1% | +4.2% | +4.2% |
| 3M | +0.9% | +2.0% | -1.1% | -0.4% |
| 6M | +16.6% | +13.0% | +3.6% | +6.9% |
| YTD | +27.3% | +13.6% | +13.7% | +16.2% |
| 1Y | +40.5% | +20.1% | +20.4% | +23.2% |
| 3Y | +92.7% | +77.6% | +15.2% | +25.5% |
| 5Y | +77.5% | +82.4% | -5.0% | +11.9% |
| All | +133.7% | +316.2% | -182.5% | -25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling