+208.2%
ROL vs VOO
+315.3%
-107.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | -3.3% | -0.4% | -2.9% | -3.1% |
| 30D | -7.2% | -1.4% | -5.8% | -6.4% |
| 3M | -27.0% | +3.7% | -30.7% | -28.8% |
| 6M | -39.5% | +13.0% | -52.5% | -44.3% |
| YTD | -41.8% | +12.4% | -54.2% | -46.3% |
| 1Y | -38.9% | +18.6% | -57.5% | -45.7% |
| 3Y | -0.4% | +78.1% | -78.4% | -34.1% |
| 5Y | -4.2% | +82.3% | -86.5% | -38.3% |
| 10Y | +208.2% | +322.5% | -114.3% | +0.6% |
| All | +208.2% | +315.3% | -107.1% | +0.6% |
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