-33.3%
ROCK vs VOO
+82.3%
-115.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | +10.7% | +0.5% | +10.2% | +10.0% |
| 30D | -5.5% | -0.9% | -4.6% | -4.4% |
| 3M | +23.6% | +3.9% | +19.7% | +18.4% |
| 6M | +17.9% | +14.5% | +3.4% | +0.9% |
| YTD | -4.0% | +13.0% | -17.0% | -16.6% |
| 1Y | -21.8% | +19.4% | -41.3% | -36.1% |
| 3Y | -33.7% | +78.9% | -112.6% | -65.9% |
| 5Y | -33.3% | +82.3% | -115.5% | -65.2% |
| All | -33.3% | +82.3% | -115.6% | -65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling