-77.6%
VRM vs VOO
+25.9%
-103.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | +6.4% | +2.6% | +3.9% | +4.1% |
| 30D | -22.3% | -2.0% | -20.4% | -21.0% |
| 3M | -32.6% | -2.8% | -29.8% | -30.9% |
| 6M | -40.2% | +2.2% | -42.4% | -41.5% |
| YTD | -65.0% | +11.5% | -76.6% | -68.7% |
| 1Y | -67.6% | +13.5% | -81.1% | -71.4% |
| All | -77.6% | +25.9% | -103.5% | -79.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling