-44.5%
ROOT vs VOO
+17.3%
-61.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +2.6% |
| 7D | -4.7% | -2.0% | -2.7% | -0.8% |
| 30D | +2.3% | -1.7% | +4.0% | +5.6% |
| 3M | -2.2% | +4.7% | -6.9% | -11.7% |
| 6M | +19.0% | +12.6% | +6.4% | -9.0% |
| YTD | -26.9% | +11.8% | -38.7% | -42.6% |
| 1Y | -44.5% | +17.5% | -62.1% | -64.6% |
| All | -44.5% | +17.3% | -61.8% | -64.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling