+67.3%
ROM vs VOO
+13.6%
+53.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +2.7% |
| 7D | +1.6% | +0.1% | +1.5% | +1.2% |
| 30D | +0.6% | +0.1% | +0.6% | +0.6% |
| 3M | -9.7% | +2.0% | -11.7% | -13.8% |
| 6M | +67.3% | +13.0% | +54.3% | +21.3% |
| All | +67.3% | +13.6% | +53.7% | +21.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling