+822.6%
VOO vs VTR
+193.2%
+629.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.1% | -0.4% |
| 7D | +0.5% | -2.4% | +2.9% | +1.1% |
| 30D | -0.9% | -3.7% | +2.8% | -0.1% |
| 3M | +3.9% | +13.5% | -9.6% | +0.2% |
| 6M | +14.5% | +7.2% | +7.3% | +11.9% |
| YTD | +13.0% | +17.6% | -4.6% | +7.6% |
| 1Y | +19.4% | +35.4% | -16.0% | +9.5% |
| 3Y | +78.9% | +132.8% | -54.0% | +40.5% |
| 5Y | +82.3% | +88.7% | -6.4% | +49.3% |
| 10Y | +314.2% | +87.6% | +226.6% | +213.4% |
| All | +822.6% | +193.2% | +629.5% | +405.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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