+127.9%
ROMA vs VOO
+65.4%
+62.5%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.7% |
| 7D | +9.3% | +2.6% | +6.7% | +6.8% |
| 30D | -21.0% | -2.0% | -19.0% | -19.6% |
| 3M | -29.7% | -2.8% | -26.9% | -27.8% |
| 6M | -15.4% | +2.2% | -17.5% | -17.0% |
| YTD | +291.1% | +11.5% | +279.6% | +260.3% |
| 1Y | +141.2% | +13.5% | +127.7% | +119.0% |
| All | +127.9% | +65.4% | +62.5% | -50.3% |
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 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