+691.0%
URTY vs VOO
+817.1%
-126.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +2.0% |
| 7D | -0.1% | +0.1% | -0.3% | -0.5% |
| 30D | -5.0% | +0.1% | -5.1% | -5.0% |
| 3M | +0.2% | +2.0% | -1.8% | -5.2% |
| 6M | +32.1% | +13.0% | +19.0% | -9.3% |
| YTD | +53.3% | +13.6% | +39.7% | +4.7% |
| 1Y | +64.6% | +20.1% | +44.5% | -4.6% |
| 3Y | +96.2% | +77.6% | +18.6% | -63.0% |
| 5Y | -24.8% | +82.4% | -107.2% | -82.7% |
| 10Y | +79.6% | +316.8% | -237.3% | -95.2% |
| All | +691.0% | +817.1% | -126.1% | -98.2% |
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