+312.2%
VOO vs ROP
+183.9%
+128.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +3.3% | -2.7% | +5.9% | +4.5% |
| 30D | -2.7% | +29.7% | -32.4% | -14.6% |
| 3M | -1.7% | +21.2% | -23.0% | -11.2% |
| 6M | +3.1% | +48.3% | -45.1% | -17.0% |
| YTD | +11.9% | +8.4% | +3.6% | +5.5% |
| 1Y | +12.1% | +6.0% | +6.1% | +6.9% |
| 3Y | +78.6% | -5.6% | +84.2% | +79.2% |
| 5Y | +73.8% | +1.3% | +72.5% | +65.3% |
| All | +312.2% | +183.9% | +128.3% | +135.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling