+8.5%
VIR vs VOO
+78.5%
-70.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.8% | -0.4% | -17.4% | -17.2% |
| 7D | -18.4% | +2.6% | -21.0% | -21.4% |
| 30D | -4.3% | -2.0% | -2.3% | -0.4% |
| 3M | +10.7% | -2.8% | +13.4% | +16.8% |
| 6M | +6.8% | +2.2% | +4.6% | +3.7% |
| YTD | +65.2% | +11.5% | +53.7% | +40.0% |
| 1Y | +82.1% | +13.5% | +68.6% | +50.1% |
| 3Y | +8.5% | +78.1% | -69.6% | -62.4% |
| All | +8.5% | +78.5% | -70.0% | -62.4% |
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 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