+964.4%
ROL vs VOO
+817.1%
+147.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -4.1% | +0.1% | -4.1% | -4.2% |
| 3M | -22.5% | +2.0% | -24.5% | -24.0% |
| 6M | -37.7% | +13.0% | -50.7% | -43.6% |
| YTD | -39.6% | +13.6% | -53.2% | -45.6% |
| 1Y | -36.0% | +20.1% | -56.1% | -45.0% |
| 3Y | -5.1% | +77.6% | -82.7% | -41.8% |
| 5Y | -3.4% | +82.4% | -85.8% | -43.0% |
| 10Y | +215.2% | +316.8% | -101.6% | -18.7% |
| All | +964.4% | +817.1% | +147.3% | -6.5% |
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