-38.0%
ROG vs VOO
+82.6%
-120.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | -3.3% | +0.1% | -3.4% | -3.3% |
| 3M | -12.3% | +2.0% | -14.3% | -13.5% |
| 6M | +16.4% | +13.0% | +3.4% | +5.7% |
| YTD | +39.6% | +13.6% | +26.0% | +26.2% |
| 1Y | +60.3% | +20.1% | +40.2% | +38.7% |
| 3Y | -12.6% | +77.6% | -90.1% | -40.6% |
| All | -38.0% | +82.6% | -120.5% | -60.4% |
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