+52.7%
ROST vs VOO
+14.7%
+38.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.1% |
| 7D | +7.8% | -0.7% | +8.5% | +8.2% |
| 30D | +8.6% | -1.1% | +9.6% | +9.1% |
| 3M | -1.9% | -0.3% | -1.6% | -1.9% |
| 6M | +9.1% | +7.4% | +1.8% | +3.5% |
| YTD | +37.2% | +13.4% | +23.9% | +23.7% |
| 1Y | +52.7% | +14.8% | +37.9% | +36.4% |
| All | +52.7% | +14.7% | +38.1% | +36.4% |
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