+14.3%
ROM vs VOO
+9.9%
+4.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +1.6% |
| 7D | -16.6% | -2.7% | -13.9% | -7.0% |
| 30D | -34.6% | -5.4% | -29.2% | -18.6% |
| 3M | -23.8% | -4.1% | -19.7% | -9.3% |
| 6M | -13.2% | +0.7% | -14.0% | -9.6% |
| YTD | +16.8% | +8.7% | +8.1% | -1.1% |
| 1Y | +14.3% | +11.0% | +3.4% | -8.4% |
| All | +14.3% | +9.9% | +4.4% | -8.4% |
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