+76.1%
VRTL vs VOO
+33.4%
+42.7%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.4% | -7.3% | -5.9% |
| 7D | +19.9% | +2.6% | +17.3% | +8.2% |
| 30D | -26.6% | -2.0% | -24.6% | -14.7% |
| 3M | -59.3% | -2.8% | -56.5% | -49.9% |
| 6M | -79.9% | +2.2% | -82.1% | -78.8% |
| YTD | -15.5% | +11.5% | -27.0% | -35.4% |
| 1Y | -21.8% | +13.5% | -35.3% | -42.6% |
| All | +76.1% | +33.4% | +42.7% | -20.6% |
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 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