+57.0%
RYAN vs VOO
+90.1%
-33.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -4.5% | +0.1% | -4.6% | -4.5% |
| 30D | -6.6% | +0.1% | -6.7% | -6.7% |
| 3M | +32.2% | +2.0% | +30.1% | +30.2% |
| 6M | +6.9% | +13.0% | -6.2% | -1.5% |
| YTD | -18.0% | +13.6% | -31.5% | -24.7% |
| 1Y | -22.8% | +20.1% | -42.9% | -31.9% |
| 3Y | -11.9% | +77.6% | -89.4% | -42.4% |
| 5Y | +25.3% | +82.4% | -57.1% | -19.6% |
| All | +57.0% | +90.1% | -33.1% | -2.6% |
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