+1,855.0%
VRT vs VOO
+205.5%
+1,649.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.6% |
| 7D | -17.7% | -0.6% | -17.1% | -16.6% |
| 30D | -20.0% | -3.6% | -16.4% | -14.8% |
| 3M | -28.1% | -2.7% | -25.3% | -24.3% |
| 6M | -42.8% | +2.2% | -45.1% | -43.2% |
| YTD | +20.0% | +10.9% | +9.1% | +7.6% |
| 1Y | +3.5% | +11.3% | -7.8% | -7.1% |
| 3Y | +366.1% | +76.9% | +289.2% | +155.7% |
| 5Y | +632.2% | +73.5% | +558.7% | +322.9% |
| All | +1,855.0% | +205.5% | +1,649.5% | +663.9% |
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