+137.0%
RYZ vs VOO
+316.2%
-179.2%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.5% |
| 7D | +4.7% | +0.1% | +4.5% | +4.5% |
| 30D | -4.1% | +0.1% | -4.2% | -4.1% |
| 3M | -6.3% | +2.0% | -8.3% | -9.2% |
| 6M | +0.7% | +13.0% | -12.4% | -14.6% |
| YTD | +6.0% | +13.6% | -7.5% | -10.7% |
| 1Y | +17.2% | +20.1% | -2.9% | -8.3% |
| 3Y | -9.3% | +77.6% | -86.9% | -58.8% |
| 5Y | +21.4% | +82.4% | -61.0% | -45.5% |
| All | +137.0% | +316.2% | -179.2% | -79.0% |
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