+204.1%
VOO vs VRT
+1,936.0%
-1,732.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | +0.2% |
| 7D | +2.6% | +10.5% | -7.9% | +0.7% |
| 30D | -2.0% | -9.3% | +7.3% | -1.2% |
| 3M | -2.8% | -29.6% | +26.8% | +2.0% |
| 6M | +2.2% | -45.4% | +47.5% | +10.8% |
| YTD | +11.5% | +24.8% | -13.3% | +2.5% |
| 1Y | +13.5% | +23.6% | -10.1% | +4.2% |
| 3Y | +78.1% | +379.7% | -301.6% | +16.0% |
| 5Y | +73.1% | +660.3% | -587.2% | -4.9% |
| All | +204.1% | +1,936.0% | -1,732.0% | +36.3% |
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