+131.3%
VRTS vs VOO
+314.0%
-182.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.4% |
| 7D | -1.5% | +0.5% | -2.0% | -2.2% |
| 30D | -4.5% | -0.9% | -3.6% | -3.4% |
| 3M | +10.5% | +3.9% | +6.6% | +4.5% |
| 6M | +21.4% | +14.5% | +6.8% | +0.7% |
| YTD | +1.2% | +13.0% | -11.8% | -14.5% |
| 1Y | -14.9% | +19.4% | -34.4% | -33.5% |
| 3Y | -9.2% | +78.9% | -88.1% | -59.3% |
| 5Y | -38.2% | +82.3% | -120.5% | -72.3% |
| 10Y | +131.3% | +314.2% | -182.9% | -65.4% |
| All | +131.3% | +314.0% | -182.7% | -65.4% |
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