+1,810.9%
ROM vs VOO
+309.9%
+1,501.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.0% |
| 7D | -16.6% | -2.7% | -13.9% | -9.6% |
| 30D | -34.6% | -5.4% | -29.2% | -23.3% |
| 3M | -23.8% | -4.1% | -19.7% | -13.3% |
| 6M | -13.2% | +0.7% | -14.0% | -9.9% |
| YTD | +16.8% | +8.7% | +8.1% | +2.5% |
| 1Y | +14.3% | +11.0% | +3.4% | -3.9% |
| 3Y | +156.3% | +75.5% | +80.8% | -19.4% |
| 5Y | +77.4% | +68.4% | +9.0% | -26.1% |
| All | +1,810.9% | +309.9% | +1,501.0% | +38.7% |
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