+58.6%
RYOJ vs VOO
+20.0%
+38.6%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.4% |
| 7D | -14.5% | -0.4% | -14.1% | -14.4% |
| 30D | -7.8% | -1.4% | -6.4% | -7.4% |
| 3M | +63.7% | +3.7% | +60.0% | +62.7% |
| 6M | +106.3% | +13.0% | +93.2% | +102.7% |
| YTD | +50.8% | +12.4% | +38.4% | +49.0% |
| 1Y | +133.5% | +18.6% | +114.9% | +148.3% |
| All | +58.6% | +20.0% | +38.6% | +65.7% |
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 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