+55.9%
VIRT vs VOO
+14.7%
+41.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.1% |
| 7D | -4.3% | -0.7% | -3.6% | -4.0% |
| 30D | -15.7% | -1.1% | -14.6% | -15.2% |
| 3M | -6.6% | -0.3% | -6.3% | -6.4% |
| 6M | +7.9% | +7.4% | +0.6% | +4.5% |
| YTD | +61.4% | +13.4% | +48.1% | +50.2% |
| 1Y | +55.9% | +14.8% | +41.1% | +44.2% |
| All | +55.9% | +14.7% | +41.2% | +44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling