+348.5%
ROK vs VOO
+325.3%
+23.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +0.7% |
| 7D | -1.2% | -0.8% | -0.5% | -0.3% |
| 30D | -4.8% | -1.1% | -3.7% | -3.6% |
| 3M | -6.1% | +3.9% | -10.0% | -10.3% |
| 6M | +15.5% | +13.6% | +1.8% | -0.4% |
| YTD | +11.2% | +12.7% | -1.5% | -2.9% |
| 1Y | +23.8% | +17.6% | +6.3% | +3.1% |
| 3Y | +53.1% | +77.3% | -24.2% | -19.9% |
| 5Y | +48.3% | +84.1% | -35.8% | -25.3% |
| All | +348.5% | +325.3% | +23.2% | -23.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling