+7,639.2%
ROM vs VOO
+775.2%
+6,863.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.4% | -11.5% | -5.4% |
| 7D | -26.8% | -4.7% | -22.1% | -16.7% |
| 30D | -36.7% | -5.9% | -30.8% | -25.3% |
| 3M | -26.3% | -4.5% | -21.7% | -15.7% |
| 6M | -11.0% | +1.9% | -12.9% | -10.0% |
| YTD | +13.7% | +8.4% | +5.3% | +1.4% |
| 1Y | +6.8% | +9.5% | -2.7% | -6.2% |
| 3Y | +152.9% | +75.3% | +77.6% | -15.0% |
| 5Y | +72.7% | +67.9% | +4.9% | -22.9% |
| 10Y | +1,848.6% | +314.4% | +1,534.2% | +64.5% |
| All | +7,639.2% | +775.2% | +6,863.9% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling