+326.4%
VIRT vs VOO
+337.2%
-10.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +10.1% | +2.6% | +7.5% | +9.3% |
| 30D | +6.9% | -2.0% | +8.9% | +7.5% |
| 3M | +4.1% | -2.8% | +6.9% | +4.9% |
| 6M | +11.7% | +2.2% | +9.5% | +10.9% |
| YTD | +80.6% | +11.5% | +69.1% | +74.9% |
| 1Y | +70.2% | +13.5% | +56.7% | +64.0% |
| 3Y | +275.1% | +78.1% | +197.0% | +223.8% |
| 5Y | +150.4% | +73.1% | +77.2% | +114.2% |
| 10Y | +542.6% | +310.7% | +231.9% | +372.3% |
| All | +326.4% | +337.2% | -10.8% | +204.0% |
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