+44.4%
URTY vs VOO
+314.4%
-270.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.4% | -1.6% |
| 7D | -2.2% | -0.9% | -1.3% | +1.9% |
| 30D | +3.1% | -2.3% | +5.5% | +13.1% |
| 3M | -20.2% | -1.2% | -19.1% | -15.7% |
| 6M | -10.1% | +3.3% | -13.5% | -16.8% |
| YTD | +30.1% | +12.3% | +17.7% | -5.4% |
| 1Y | +30.8% | +12.5% | +18.3% | -4.1% |
| 3Y | +147.0% | +79.2% | +67.8% | -51.8% |
| 5Y | -44.2% | +75.7% | -119.8% | -84.4% |
| 10Y | +44.4% | +313.7% | -269.2% | -95.5% |
| All | +44.4% | +314.4% | -270.0% | -95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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