-20.3%
VIR vs VOO
+186.2%
-206.5%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -3.9% | +0.5% | -4.4% | -4.2% |
| 30D | +26.8% | -0.9% | +27.7% | +27.6% |
| 3M | +32.3% | +3.9% | +28.4% | +28.6% |
| 6M | +17.1% | +14.5% | +2.5% | +6.6% |
| YTD | +85.4% | +13.0% | +72.5% | +70.9% |
| 1Y | +115.4% | +19.4% | +96.0% | +92.2% |
| 3Y | +1.6% | +78.9% | -77.2% | -25.8% |
| 5Y | -77.2% | +82.3% | -159.4% | -83.9% |
| All | -20.3% | +186.2% | -206.5% | -78.9% |
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 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