+129.6%
ROG vs VOO
+314.0%
-184.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.9% |
| 7D | +5.3% | +0.5% | +4.8% | +4.6% |
| 30D | -3.7% | -0.9% | -2.8% | -2.7% |
| 3M | -8.1% | +3.9% | -12.0% | -11.6% |
| 6M | +25.0% | +14.5% | +10.5% | +8.2% |
| YTD | +41.4% | +13.0% | +28.5% | +24.2% |
| 1Y | +65.1% | +19.4% | +45.6% | +36.4% |
| 3Y | -1.4% | +78.9% | -80.3% | -47.1% |
| 5Y | -34.1% | +82.3% | -116.3% | -66.3% |
| 10Y | +129.6% | +314.2% | -184.6% | -58.8% |
| All | +129.6% | +314.0% | -184.4% | -58.8% |
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