+138.0%
ROAM vs VOO
+314.4%
-176.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.3% |
| 7D | -0.1% | -0.9% | +0.8% | +0.6% |
| 30D | -4.7% | -2.3% | -2.4% | -3.0% |
| 3M | -4.1% | -1.2% | -2.9% | -3.2% |
| 6M | -3.3% | +3.3% | -6.6% | -5.4% |
| YTD | +17.8% | +12.3% | +5.5% | +8.5% |
| 1Y | +18.4% | +12.5% | +5.9% | +8.9% |
| 3Y | +80.4% | +79.2% | +1.3% | +16.7% |
| 5Y | +68.7% | +75.7% | -7.0% | +9.6% |
| 10Y | +138.0% | +313.7% | -175.7% | -26.0% |
| All | +138.0% | +314.4% | -176.4% | -26.0% |
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 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