-91.0%
ROOT vs VOO
+147.3%
-238.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +1.2% |
| 7D | +1.2% | +2.6% | -1.4% | -3.6% |
| 30D | -10.7% | -2.0% | -8.7% | -6.4% |
| 3M | -12.0% | -2.8% | -9.2% | -6.8% |
| 6M | -23.1% | +2.2% | -25.3% | -25.6% |
| YTD | -39.3% | +11.5% | -50.8% | -49.4% |
| 1Y | -46.6% | +13.5% | -60.1% | -56.8% |
| 3Y | +313.9% | +78.1% | +235.8% | +45.7% |
| 5Y | -56.4% | +73.1% | -129.5% | -83.1% |
| All | -91.0% | +147.3% | -238.2% | -97.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling