+63.4%
ROG vs VOO
+18.9%
+44.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.8% |
| 7D | +4.5% | -0.4% | +4.9% | +5.0% |
| 30D | +1.0% | -1.4% | +2.4% | +3.0% |
| 3M | -7.9% | +3.7% | -11.6% | -12.2% |
| 6M | +23.8% | +13.0% | +10.7% | +8.4% |
| YTD | +41.6% | +12.4% | +29.2% | +24.2% |
| 1Y | +63.4% | +18.6% | +44.8% | +22.9% |
| All | +63.4% | +18.9% | +44.5% | +22.9% |
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