+440.2%
VIRT vs VOO
+321.7%
+118.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -4.1% | -2.0% | -2.1% | -3.5% |
| 30D | +12.2% | -1.7% | +13.9% | +12.7% |
| 3M | +11.2% | +4.7% | +6.5% | +9.8% |
| 6M | +51.3% | +12.6% | +38.7% | +46.1% |
| YTD | +87.4% | +11.8% | +75.7% | +81.4% |
| 1Y | +62.8% | +17.5% | +45.3% | +55.3% |
| 3Y | +266.8% | +77.0% | +189.8% | +217.8% |
| 5Y | +212.7% | +82.6% | +130.2% | +166.4% |
| All | +440.2% | +321.7% | +118.4% | +263.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling