+2.0%
RYZ vs VOO
+75.0%
-73.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -4.4% | -11.8% | -11.2% |
| 7D | -14.3% | -4.7% | -9.5% | -9.0% |
| 30D | +0.1% | -5.9% | +6.0% | +7.7% |
| 3M | -3.1% | -4.5% | +1.4% | +2.7% |
| 6M | -3.4% | +1.9% | -5.3% | -4.8% |
| YTD | +7.1% | +8.4% | -1.3% | -1.0% |
| 1Y | +30.7% | +9.5% | +21.3% | +19.5% |
| All | +2.0% | +75.0% | -73.0% | -45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling