-88.4%
ROOT vs VOO
+151.8%
-240.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.9% |
| 7D | +0.3% | +0.1% | +0.2% | +0.1% |
| 30D | -6.1% | +0.1% | -6.2% | -6.3% |
| 3M | +7.5% | +2.0% | +5.5% | +3.3% |
| 6M | +16.2% | +13.0% | +3.2% | -7.0% |
| YTD | -21.7% | +13.6% | -35.2% | -37.4% |
| 1Y | -39.7% | +20.1% | -59.8% | -56.0% |
| 3Y | +379.6% | +77.6% | +302.0% | +69.8% |
| 5Y | -47.7% | +82.4% | -130.1% | -81.1% |
| All | -88.4% | +151.8% | -240.2% | -96.7% |
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