+6.8%
ROM vs VOO
+9.9%
-3.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.4% | -11.5% | -0.2% |
| 7D | -26.8% | -4.7% | -22.1% | -11.7% |
| 30D | -36.7% | -5.9% | -30.8% | -19.6% |
| 3M | -26.3% | -4.5% | -21.7% | -10.8% |
| 6M | -11.0% | +1.9% | -12.9% | -10.3% |
| YTD | +13.7% | +8.4% | +5.3% | -2.8% |
| 1Y | +6.8% | +9.5% | -2.7% | -10.8% |
| All | +6.8% | +9.9% | -3.1% | -10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling