+343.6%
ROG vs VOO
+798.5%
-454.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.3% | +3.0% | +2.6% |
| 7D | +0.1% | +0.1% | 0.0% | +0.3% |
| 30D | -12.8% | -3.3% | -9.5% | -8.8% |
| 3M | -4.5% | -2.4% | -2.1% | -1.1% |
| 6M | -8.7% | +2.6% | -11.3% | -10.2% |
| YTD | +40.3% | +11.3% | +29.0% | +25.8% |
| 1Y | +52.4% | +13.4% | +39.0% | +33.8% |
| 3Y | +4.5% | +80.3% | -75.7% | -45.0% |
| 5Y | -52.3% | +72.7% | -125.0% | -74.5% |
| 10Y | +78.8% | +310.0% | -231.2% | -66.2% |
| All | +343.6% | +798.5% | -454.8% | -75.1% |
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