+75.7%
VOO vs ROL
+14.4%
+61.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -0.9% | +0.8% | -1.7% | -1.1% |
| 30D | -2.3% | +20.6% | -22.9% | -6.2% |
| 3M | -1.2% | +4.5% | -5.7% | -2.2% |
| 6M | +3.3% | -26.5% | +29.9% | +10.8% |
| YTD | +12.3% | -34.8% | +47.2% | +23.7% |
| 1Y | +12.5% | -33.2% | +45.7% | +23.0% |
| 3Y | +79.2% | +4.5% | +74.7% | +69.1% |
| 5Y | +75.7% | +15.5% | +60.1% | +53.9% |
| All | +75.7% | +14.4% | +61.2% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling