-65.2%
VRM vs VOO
+27.5%
-92.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +16.1% | +0.5% | +15.6% | +15.7% |
| 30D | +17.4% | -0.9% | +18.3% | +18.4% |
| 3M | +11.0% | +3.9% | +7.1% | +6.7% |
| 6M | -34.5% | +14.5% | -49.1% | -42.7% |
| YTD | -45.7% | +13.0% | -58.6% | -51.8% |
| 1Y | -61.0% | +19.4% | -80.5% | -66.6% |
| All | -65.2% | +27.5% | -92.7% | -68.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling