-24.0%
ROCK vs VOO
+314.4%
-338.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +2.9% |
| 7D | -25.1% | -0.9% | -24.2% | -23.2% |
| 30D | -11.5% | -2.3% | -9.2% | -7.9% |
| 3M | -34.4% | -1.2% | -33.3% | -32.5% |
| 6M | -16.8% | +3.3% | -20.2% | -17.8% |
| YTD | -34.0% | +12.3% | -46.3% | -40.0% |
| 1Y | -46.7% | +12.5% | -59.2% | -51.5% |
| 3Y | -50.7% | +79.2% | -129.9% | -71.3% |
| 5Y | -56.8% | +75.7% | -132.4% | -74.2% |
| 10Y | -24.0% | +313.7% | -337.7% | -80.0% |
| All | -24.0% | +314.4% | -338.4% | -80.0% |
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