+149.5%
ROM vs VOO
+75.0%
+74.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.4% | -11.5% | -2.5% |
| 7D | -26.8% | -4.7% | -22.1% | -13.9% |
| 30D | -36.7% | -5.9% | -30.8% | -22.2% |
| 3M | -26.3% | -4.5% | -21.7% | -12.9% |
| 6M | -11.0% | +1.9% | -12.9% | -10.2% |
| YTD | +13.7% | +8.4% | +5.3% | -2.2% |
| 1Y | +6.8% | +9.5% | -2.7% | -10.0% |
| All | +149.5% | +75.0% | +74.5% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling