+14.8%
VOO vs ROP
+10.4%
+4.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | +1.7% |
| 7D | -0.7% | +11.7% | -12.4% | -0.6% |
| 30D | -1.1% | +35.5% | -36.5% | -0.9% |
| 3M | -0.3% | +25.6% | -26.0% | -0.1% |
| 6M | +7.4% | +39.3% | -31.9% | +7.6% |
| YTD | +13.4% | +11.6% | +1.7% | +16.0% |
| 1Y | +14.8% | +10.6% | +4.2% | +17.8% |
| All | +14.8% | +10.4% | +4.4% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 1y: compounded portfolio wealth divided by compounded ROP 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…
1y analysis · Full analysis span regression · 6 months rolling