+42.8%
RYAN vs VOO
+88.7%
-45.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.3% | -1.9% |
| 7D | -9.0% | -0.8% | -8.3% | -8.6% |
| 30D | -11.1% | -1.1% | -10.0% | -10.5% |
| 3M | +10.9% | +3.9% | +7.0% | +8.1% |
| 6M | +5.5% | +13.6% | -8.1% | -3.1% |
| YTD | -25.4% | +12.7% | -38.1% | -31.2% |
| 1Y | -25.3% | +17.6% | -42.9% | -33.2% |
| 3Y | -20.5% | +77.3% | -97.8% | -48.1% |
| 5Y | +18.9% | +84.1% | -65.2% | -24.7% |
| All | +42.8% | +88.7% | -45.9% | -11.1% |
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