+54.4%
VRTS vs VOO
+311.2%
-256.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.8% | -3.7% |
| 7D | -0.2% | +3.3% | -3.5% | -4.2% |
| 30D | -0.7% | -2.7% | +2.0% | +3.1% |
| 3M | -24.2% | -1.7% | -22.4% | -22.3% |
| 6M | -8.5% | +3.1% | -11.6% | -12.3% |
| YTD | -18.4% | +11.9% | -30.4% | -30.1% |
| 1Y | -19.7% | +12.1% | -31.8% | -31.4% |
| 3Y | -25.0% | +78.6% | -103.5% | -66.2% |
| 5Y | -53.5% | +73.8% | -127.3% | -77.8% |
| All | +54.4% | +311.2% | -256.8% | -76.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling