-78.2%
VRM vs VOO
+25.6%
-103.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.2% | +1.6% |
| 7D | -3.5% | +0.1% | -3.6% | -3.6% |
| 30D | -27.3% | -3.3% | -24.0% | -25.2% |
| 3M | -26.5% | -2.4% | -24.1% | -24.9% |
| 6M | -45.1% | +2.6% | -47.7% | -46.5% |
| YTD | -66.0% | +11.3% | -77.2% | -69.5% |
| 1Y | -71.4% | +13.4% | -84.8% | -74.7% |
| All | -78.2% | +25.6% | -103.8% | -79.7% |
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