+123.1%
ROMA vs VOO
+64.5%
+58.6%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | -1.1% | -0.6% | -0.5% | -0.5% |
| 30D | -26.0% | -3.6% | -22.3% | -23.3% |
| 3M | -29.6% | -2.7% | -26.9% | -27.7% |
| 6M | -6.1% | +2.2% | -8.3% | -7.9% |
| YTD | +282.9% | +10.9% | +272.0% | +254.9% |
| 1Y | +127.1% | +11.3% | +115.7% | +109.7% |
| All | +123.1% | +64.5% | +58.6% | -51.1% |
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