+1,983.7%
ROST vs VOO
+817.1%
+1,166.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -8.9% | +0.1% | -9.0% | -9.0% |
| 3M | -0.8% | +2.0% | -2.8% | -2.9% |
| 6M | +8.5% | +13.0% | -4.6% | -3.7% |
| YTD | +28.6% | +13.6% | +15.0% | +13.5% |
| 1Y | +52.3% | +20.1% | +32.3% | +27.5% |
| 3Y | +94.8% | +77.6% | +17.3% | +10.5% |
| 5Y | +110.8% | +82.4% | +28.3% | +17.0% |
| 10Y | +304.5% | +316.8% | -12.3% | +12.1% |
| All | +1,983.7% | +817.1% | +1,166.7% | +244.8% |
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