+186.8%
RYZ vs VOO
+306.9%
-120.0%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | -6.0% | -0.6% | -5.4% | -4.4% |
| 30D | +14.8% | -3.6% | +18.4% | +21.3% |
| 3M | +8.3% | -2.7% | +11.0% | +13.2% |
| 6M | +12.1% | +2.2% | +9.9% | +9.3% |
| YTD | +21.3% | +10.9% | +10.4% | +6.5% |
| 1Y | +50.4% | +11.3% | +39.1% | +31.4% |
| 3Y | +16.2% | +76.9% | -60.7% | -45.8% |
| 5Y | +23.9% | +73.5% | -49.6% | -39.4% |
| 10Y | +186.8% | +307.7% | -120.8% | -67.5% |
| All | +186.8% | +306.9% | -120.0% | -67.5% |
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