+2,397.0%
VRT vs VOO
+207.9%
+2,189.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.8% |
| 7D | -7.7% | -2.0% | -5.7% | -5.0% |
| 30D | -12.0% | -1.7% | -10.3% | -9.7% |
| 3M | -11.7% | +4.7% | -16.4% | -16.3% |
| 6M | -8.1% | +12.6% | -20.6% | -20.6% |
| YTD | +53.2% | +11.8% | +41.5% | +34.5% |
| 1Y | +81.7% | +17.5% | +64.1% | +50.5% |
| 3Y | +535.3% | +77.0% | +458.3% | +245.4% |
| 5Y | +916.4% | +82.6% | +833.8% | +455.5% |
| All | +2,397.0% | +207.9% | +2,189.1% | +854.4% |
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