+50.4%
RYZ vs VOO
+12.0%
+38.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | -6.0% | -0.6% | -5.4% | -4.1% |
| 30D | +14.8% | -3.6% | +18.4% | +20.9% |
| 3M | +8.3% | -2.7% | +11.0% | +13.0% |
| 6M | +12.1% | +2.2% | +9.9% | +10.6% |
| YTD | +21.3% | +10.9% | +10.4% | +9.1% |
| 1Y | +50.4% | +11.3% | +39.1% | +35.1% |
| All | +50.4% | +12.0% | +38.4% | +35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling