+58.2%
VRP vs VOO
+314.0%
-255.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.2% |
| 7D | +0.2% | +0.5% | -0.3% | +0.1% |
| 30D | -0.1% | -0.9% | +0.9% | +0.2% |
| 3M | +0.5% | +3.9% | -3.4% | -1.0% |
| 6M | +1.6% | +14.5% | -12.9% | -3.3% |
| YTD | +2.4% | +13.0% | -10.5% | -2.1% |
| 1Y | +4.0% | +19.4% | -15.4% | -2.6% |
| 3Y | +28.4% | +78.9% | -50.4% | +2.1% |
| 5Y | +21.5% | +82.3% | -60.8% | -5.2% |
| 10Y | +58.2% | +314.2% | -256.0% | -10.2% |
| All | +58.2% | +314.0% | -255.8% | -10.2% |
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 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