+90.9%
VRTL vs VOO
+33.9%
+56.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.5% | +4.7% |
| 7D | +39.8% | +3.3% | +36.5% | +22.1% |
| 30D | -30.3% | -2.7% | -27.6% | -15.9% |
| 3M | -56.3% | -1.7% | -54.6% | -48.9% |
| 6M | -77.8% | +3.1% | -80.9% | -77.5% |
| YTD | -8.4% | +11.9% | -20.4% | -31.3% |
| 1Y | -24.9% | +12.1% | -37.0% | -41.8% |
| All | +90.9% | +33.9% | +56.9% | -15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling