+51.0%
ROG vs VOO
+12.4%
+38.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +3.0% | +1.4% |
| 7D | +0.1% | +0.1% | 0.0% | +0.4% |
| 30D | -12.8% | -3.3% | -9.5% | -7.3% |
| 3M | -4.5% | -2.4% | -2.1% | +0.2% |
| 6M | -8.7% | +2.6% | -11.3% | -10.2% |
| YTD | +40.3% | +11.3% | +29.0% | +26.0% |
| All | +51.0% | +12.4% | +38.7% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling