+279.9%
ROKT vs VOO
+217.9%
+62.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.6% |
| 7D | -1.1% | -0.4% | -0.7% | -0.7% |
| 30D | -10.8% | -1.4% | -9.4% | -9.5% |
| 3M | -9.2% | +3.7% | -12.9% | -12.3% |
| 6M | +3.2% | +13.0% | -9.8% | -8.1% |
| YTD | +25.9% | +12.4% | +13.5% | +12.7% |
| 1Y | +50.3% | +18.6% | +31.7% | +28.1% |
| 3Y | +165.3% | +78.1% | +87.3% | +53.0% |
| 5Y | +171.5% | +82.3% | +89.3% | +52.0% |
| All | +279.9% | +217.9% | +62.0% | +23.8% |
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