+456.5%
ROCK vs VOO
+817.1%
-360.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.7% |
| 7D | +4.4% | +0.1% | +4.3% | +4.3% |
| 30D | -13.9% | +0.1% | -13.9% | -13.9% |
| 3M | +23.4% | +2.0% | +21.4% | +20.8% |
| 6M | +9.8% | +13.0% | -3.3% | -4.9% |
| YTD | -4.4% | +13.6% | -18.0% | -17.8% |
| 1Y | -23.9% | +20.1% | -44.0% | -38.5% |
| 3Y | -38.2% | +77.6% | -115.7% | -68.8% |
| 5Y | -35.9% | +82.4% | -118.3% | -68.5% |
| 10Y | +23.0% | +316.8% | -293.8% | -82.3% |
| All | +456.5% | +817.1% | -360.6% | -85.3% |
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