+827.8%
VOO vs ROL
+969.4%
-141.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +0.1% | -1.4% | +1.5% | +0.6% |
| 30D | +0.1% | -4.1% | +4.1% | +1.5% |
| 3M | +2.0% | -22.5% | +24.5% | +11.4% |
| 6M | +13.0% | -37.7% | +50.7% | +33.6% |
| YTD | +13.6% | -39.6% | +53.2% | +35.2% |
| 1Y | +20.1% | -36.0% | +56.1% | +39.1% |
| 3Y | +77.6% | -5.1% | +82.7% | +72.3% |
| 5Y | +82.4% | -3.4% | +85.8% | +71.3% |
| 10Y | +316.8% | +215.2% | +101.6% | +117.8% |
| All | +827.8% | +969.4% | -141.6% | +168.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling