-24.3%
VIR vs VOO
+185.6%
-209.8%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.2% |
| 7D | -6.7% | -0.8% | -5.9% | -6.2% |
| 30D | +18.5% | -1.1% | +19.6% | +19.5% |
| 3M | +24.6% | +3.9% | +20.8% | +21.1% |
| 6M | +8.1% | +13.6% | -5.5% | -1.0% |
| YTD | +76.1% | +12.7% | +63.4% | +62.6% |
| 1Y | +103.1% | +17.6% | +85.5% | +83.0% |
| 3Y | -1.0% | +77.3% | -78.3% | -27.4% |
| 5Y | -79.5% | +84.1% | -163.6% | -85.5% |
| All | -24.3% | +185.6% | -209.8% | -79.9% |
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