+314.1%
VOO vs ROL
+210.1%
+104.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -2.0% | -3.2% | +1.2% | -1.0% |
| 30D | -1.7% | -6.6% | +5.0% | +0.4% |
| 3M | +4.7% | -27.3% | +32.0% | +15.5% |
| 6M | +12.6% | -38.1% | +50.6% | +30.6% |
| YTD | +11.8% | -41.8% | +53.5% | +31.9% |
| 1Y | +17.5% | -37.8% | +55.3% | +35.0% |
| 3Y | +77.0% | -0.3% | +77.3% | +68.2% |
| 5Y | +82.6% | -5.1% | +87.6% | +72.3% |
| All | +314.1% | +210.1% | +104.0% | +159.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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