+0.7%
VIR vs VOO
+77.0%
-76.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.9% | -2.6% |
| 7D | -6.0% | -0.4% | -5.6% | -5.5% |
| 30D | +21.6% | -1.4% | +23.0% | +24.3% |
| 3M | +27.0% | +3.7% | +23.3% | +19.1% |
| 6M | +10.3% | +13.0% | -2.7% | -9.7% |
| YTD | +79.3% | +12.4% | +66.8% | +48.7% |
| 1Y | +106.3% | +18.6% | +87.7% | +58.4% |
| All | +0.7% | +77.0% | -76.2% | -62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling