+138.3%
VIRC vs VOO
+806.9%
-668.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.0% |
| 7D | +3.2% | -0.9% | +4.1% | +3.7% |
| 30D | -1.4% | -2.3% | +1.0% | -0.4% |
| 3M | +9.8% | -1.2% | +11.0% | +10.4% |
| 6M | +5.9% | +3.3% | +2.6% | +4.4% |
| YTD | +1.6% | +12.3% | -10.8% | -3.6% |
| 1Y | -9.9% | +12.5% | -22.4% | -14.5% |
| 3Y | -6.5% | +79.2% | -85.6% | -25.5% |
| 5Y | +92.8% | +75.7% | +17.1% | +53.5% |
| 10Y | +46.7% | +313.7% | -267.0% | -11.2% |
| All | +138.3% | +806.9% | -668.6% | -1.2% |
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