+221.1%
ROM vs VOO
+77.8%
+143.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +2.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.3% |
| 30D | +0.6% | +0.1% | +0.6% | +0.6% |
| 3M | -9.7% | +2.0% | -11.7% | -12.3% |
| 6M | +67.3% | +13.0% | +54.3% | +22.8% |
| YTD | +55.2% | +13.6% | +41.6% | +13.5% |
| 1Y | +81.6% | +20.1% | +61.5% | +15.2% |
| All | +221.1% | +77.8% | +143.3% | -18.5% |
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