+70.6%
VIRC vs VOO
+82.3%
-11.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -5.9% |
| 7D | +0.8% | +0.5% | +0.3% | +0.5% |
| 30D | -0.2% | -0.9% | +0.8% | +0.5% |
| 3M | +1.4% | +3.9% | -2.5% | -1.3% |
| 6M | -1.4% | +14.5% | -16.0% | -10.6% |
| YTD | -3.6% | +13.0% | -16.5% | -11.7% |
| 1Y | -24.1% | +19.4% | -43.5% | -33.1% |
| 3Y | +35.7% | +78.9% | -43.2% | -4.5% |
| 5Y | +70.6% | +82.3% | -11.6% | +18.1% |
| All | +70.6% | +82.3% | -11.7% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling