-100.0%
RYM vs VOO
+116.0%
-215.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.5% |
| 7D | -0.4% | -0.6% | +0.2% | +0.8% |
| 30D | -22.1% | -3.6% | -18.5% | -17.6% |
| 3M | -25.0% | -2.7% | -22.3% | -21.4% |
| 6M | -37.3% | +2.2% | -39.5% | -38.1% |
| YTD | -23.0% | +10.9% | -33.9% | -31.1% |
| 1Y | -47.0% | +11.3% | -58.3% | -53.1% |
| 3Y | -38.8% | +76.9% | -115.7% | -71.6% |
| 5Y | -100.0% | +73.5% | -173.5% | -100.0% |
| All | -100.0% | +116.0% | -215.9% | -100.0% |
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