-100.0%
RYM vs VOO
+68.0%
-168.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.9% |
| 7D | -1.9% | -2.7% | +0.8% | +1.8% |
| 30D | -18.4% | -5.4% | -13.0% | -11.9% |
| 3M | -28.3% | -4.1% | -24.2% | -23.8% |
| 6M | -47.2% | +0.7% | -47.9% | -46.8% |
| YTD | -25.8% | +8.7% | -34.5% | -31.5% |
| 1Y | -59.2% | +11.0% | -70.1% | -63.6% |
| 3Y | -37.1% | +75.5% | -112.6% | -68.8% |
| All | -100.0% | +68.0% | -168.0% | -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 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