+96.4%
VIRC vs VOO
+72.0%
+24.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.2% | +1.0% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | -1.9% | -3.3% | +1.5% | +0.4% |
| 3M | +4.3% | -2.4% | +6.7% | +6.0% |
| 6M | +5.8% | +2.6% | +3.2% | +3.7% |
| YTD | +0.8% | +11.3% | -10.5% | -6.8% |
| 1Y | -5.4% | +13.4% | -18.8% | -13.6% |
| 3Y | -1.9% | +80.3% | -82.2% | -30.8% |
| 5Y | +96.4% | +72.7% | +23.7% | +40.6% |
| All | +96.4% | +72.0% | +24.4% | +40.6% |
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