+559.3%
ROKU vs VOO
+252.4%
+306.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.8% |
| 7D | -0.4% | -0.8% | +0.3% | +0.8% |
| 30D | +2.1% | -1.1% | +3.1% | +3.7% |
| 3M | +29.5% | +3.9% | +25.6% | +21.5% |
| 6M | +53.8% | +13.6% | +40.2% | +26.2% |
| YTD | +42.8% | +12.7% | +30.1% | +19.0% |
| 1Y | +60.7% | +17.6% | +43.2% | +25.6% |
| 3Y | +83.9% | +77.3% | +6.6% | -17.6% |
| 5Y | -52.8% | +84.1% | -136.9% | -78.3% |
| All | +559.3% | +252.4% | +306.8% | +91.8% |
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 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