+1,933.3%
ROM vs VOO
+317.9%
+1,615.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.3% | +5.1% | +1.5% |
| 7D | -4.9% | +0.1% | -5.0% | -4.0% |
| 30D | -27.6% | -3.3% | -24.3% | -19.6% |
| 3M | -20.2% | -2.4% | -17.8% | -13.0% |
| 6M | -12.4% | +2.6% | -15.0% | -13.1% |
| YTD | +25.6% | +11.3% | +14.3% | +4.1% |
| 1Y | +23.8% | +13.4% | +10.4% | -1.5% |
| 3Y | +169.3% | +80.3% | +89.1% | -20.8% |
| 5Y | +88.3% | +72.7% | +15.6% | -26.3% |
| 10Y | +1,933.3% | +310.0% | +1,623.3% | +35.7% |
| All | +1,933.3% | +317.9% | +1,615.4% | +35.7% |
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