+41.4%
VRIG vs VOO
+309.7%
-268.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | 0.0% | +2.6% | -2.5% | -0.1% |
| 30D | +0.4% | -2.0% | +2.3% | +0.5% |
| 3M | +0.9% | -2.8% | +3.7% | +1.1% |
| 6M | +2.0% | +2.2% | -0.2% | +1.8% |
| YTD | +3.6% | +11.5% | -7.9% | +2.9% |
| 1Y | +4.4% | +13.5% | -9.1% | +3.5% |
| 3Y | +17.8% | +78.1% | -60.3% | +12.9% |
| 5Y | +26.1% | +73.1% | -47.1% | +21.1% |
| 10Y | +41.0% | +310.7% | -269.8% | +26.4% |
| All | +41.4% | +309.7% | -268.3% | +26.7% |
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