+20.6%
RYAN vs VOO
+80.3%
-59.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.6% |
| 7D | -8.7% | -2.0% | -6.7% | -7.6% |
| 30D | -8.3% | -1.7% | -6.6% | -7.4% |
| 3M | +11.9% | +4.7% | +7.1% | +8.6% |
| 6M | +6.9% | +12.6% | -5.7% | -1.2% |
| YTD | -24.3% | +11.8% | -36.1% | -29.9% |
| 1Y | -23.2% | +17.5% | -40.7% | -31.3% |
| 3Y | -18.7% | +77.0% | -95.6% | -46.7% |
| 5Y | +20.6% | +82.6% | -62.0% | -23.7% |
| All | +20.6% | +80.3% | -59.7% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling