+94.8%
ROBT vs VOO
+227.0%
-132.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.1% |
| 7D | -2.6% | -0.8% | -1.9% | -1.7% |
| 30D | -3.6% | -1.1% | -2.5% | -2.3% |
| 3M | +3.6% | +3.9% | -0.3% | -0.6% |
| 6M | +16.1% | +13.6% | +2.5% | +0.9% |
| YTD | +10.7% | +12.7% | -2.1% | -2.8% |
| 1Y | +11.1% | +17.6% | -6.5% | -6.7% |
| 3Y | +36.2% | +77.3% | -41.1% | -26.5% |
| 5Y | +2.7% | +84.1% | -81.4% | -46.1% |
| All | +94.8% | +227.0% | -132.2% | -40.2% |
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