+96.3%
ROBT vs VOO
+227.7%
-131.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.2% |
| 7D | -1.4% | +0.5% | -2.0% | -2.0% |
| 30D | -2.1% | -0.9% | -1.2% | -1.0% |
| 3M | +2.7% | +3.9% | -1.2% | -1.5% |
| 6M | +18.0% | +14.5% | +3.5% | +1.6% |
| YTD | +11.5% | +13.0% | -1.4% | -2.3% |
| 1Y | +12.6% | +19.4% | -6.8% | -7.1% |
| 3Y | +38.3% | +78.9% | -40.5% | -26.1% |
| 5Y | +3.3% | +82.3% | -79.0% | -45.2% |
| All | +96.3% | +227.7% | -131.4% | -39.9% |
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