-29.3%
ROCK vs VOO
+309.6%
-339.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.4% |
| 7D | -6.5% | +2.6% | -9.1% | -8.9% |
| 30D | -17.3% | -2.0% | -15.3% | -14.1% |
| 3M | -38.0% | -2.8% | -35.2% | -35.0% |
| 6M | -20.6% | +2.2% | -22.8% | -20.6% |
| YTD | -38.6% | +11.5% | -50.1% | -43.8% |
| 1Y | -48.6% | +13.5% | -62.1% | -53.6% |
| 3Y | -54.0% | +78.1% | -132.1% | -73.1% |
| 5Y | -60.0% | +73.1% | -133.1% | -75.8% |
| All | -29.3% | +309.6% | -339.0% | -81.1% |
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