+203.3%
ROMA vs VOO
+68.5%
+134.8%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -4.0% | +0.1% | -4.1% | -4.1% |
| 30D | -1.0% | +0.1% | -1.0% | -0.9% |
| 3M | +28.1% | +2.0% | +26.1% | +25.8% |
| 6M | +289.2% | +13.0% | +276.1% | +248.1% |
| YTD | +420.4% | +13.6% | +406.8% | +371.4% |
| 1Y | +243.6% | +20.1% | +223.5% | +197.0% |
| All | +203.3% | +68.5% | +134.8% | -35.0% |
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