+208.0%
VOO vs VRT
+2,829.6%
-2,621.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.2% | -1.2% |
| 7D | +0.5% | +13.6% | -13.1% | -1.7% |
| 30D | -0.9% | +6.8% | -7.7% | -2.2% |
| 3M | +3.9% | -3.2% | +7.1% | +3.2% |
| 6M | +14.5% | +20.3% | -5.8% | +8.6% |
| YTD | +13.0% | +79.6% | -66.6% | -1.4% |
| 1Y | +19.4% | +139.0% | -119.6% | -2.1% |
| 3Y | +78.9% | +644.6% | -565.7% | +8.6% |
| 5Y | +82.3% | +1,024.4% | -942.1% | -5.9% |
| All | +208.0% | +2,829.6% | -2,621.7% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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