+341.4%
ROG vs VOO
+817.1%
-475.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 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% | -13.9% |
| 6M | +16.4% | +13.0% | +3.4% | +2.0% |
| YTD | +39.6% | +13.6% | +26.0% | +21.4% |
| 1Y | +60.3% | +20.1% | +40.2% | +31.0% |
| 3Y | -12.6% | +77.6% | -90.1% | -53.6% |
| 5Y | -38.2% | +82.4% | -120.7% | -69.2% |
| 10Y | +127.2% | +316.8% | -189.7% | -58.1% |
| All | +341.4% | +817.1% | -475.7% | -75.9% |
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 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