+192.6%
RYZ vs VOO
+370.9%
-178.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -4.4% | -11.8% | -10.2% |
| 7D | -14.3% | -4.7% | -9.5% | -7.8% |
| 30D | +0.1% | -5.9% | +6.0% | +9.4% |
| 3M | -3.1% | -4.5% | +1.4% | +3.9% |
| 6M | -3.4% | +1.9% | -5.3% | -5.6% |
| YTD | +7.1% | +8.4% | -1.3% | -3.8% |
| 1Y | +30.7% | +9.5% | +21.3% | +15.8% |
| 3Y | -0.1% | +75.3% | -75.4% | -54.8% |
| 5Y | +7.9% | +67.9% | -60.0% | -46.9% |
| 10Y | +236.8% | +314.4% | -77.6% | -58.4% |
| All | +192.6% | +370.9% | -178.3% | -66.1% |
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 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