+47.0%
VRTL vs VOO
+30.1%
+16.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.3% | +7.4% | +6.2% |
| 7D | -41.1% | -2.7% | -38.4% | -32.0% |
| 30D | -50.8% | -5.4% | -45.5% | -33.4% |
| 3M | -63.3% | -4.1% | -59.3% | -52.8% |
| 6M | -82.3% | +0.7% | -83.1% | -80.3% |
| YTD | -29.5% | +8.7% | -38.2% | -40.2% |
| 1Y | -48.8% | +11.0% | -59.7% | -58.5% |
| All | +47.0% | +30.1% | +16.9% | -26.6% |
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 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