+916.4%
VRT vs VOO
+80.3%
+836.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.3% |
| 7D | -7.7% | -2.0% | -5.7% | -3.6% |
| 30D | -12.0% | -1.7% | -10.3% | -8.6% |
| 3M | -11.7% | +4.7% | -16.4% | -18.8% |
| 6M | -8.1% | +12.6% | -20.6% | -26.9% |
| YTD | +53.2% | +11.8% | +41.5% | +24.5% |
| 1Y | +81.7% | +17.5% | +64.1% | +34.6% |
| 3Y | +535.3% | +77.0% | +458.3% | +133.1% |
| 5Y | +916.4% | +82.6% | +833.8% | +269.0% |
| All | +916.4% | +80.3% | +836.0% | +269.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling