+571.0%
URTY vs VOO
+806.9%
-235.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.4% | -1.7% |
| 7D | -2.2% | -0.9% | -1.3% | +2.0% |
| 30D | +3.1% | -2.3% | +5.5% | +13.3% |
| 3M | -20.2% | -1.2% | -19.1% | -15.7% |
| 6M | -10.1% | +3.3% | -13.5% | -17.1% |
| YTD | +30.1% | +12.3% | +17.7% | -6.5% |
| 1Y | +30.8% | +12.5% | +18.3% | -5.2% |
| 3Y | +147.0% | +79.2% | +67.8% | -54.9% |
| 5Y | -44.2% | +75.7% | -119.8% | -85.4% |
| 10Y | +44.4% | +313.7% | -269.2% | -96.0% |
| All | +571.0% | +806.9% | -235.9% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling