+78.9%
VRTS vs VOO
+317.9%
-239.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +2.3% | +7.7% | +6.9% |
| 7D | +15.5% | +0.1% | +15.4% | +15.5% |
| 30D | +9.0% | -3.3% | +12.3% | +14.2% |
| 3M | -13.4% | -2.4% | -11.0% | -10.5% |
| 6M | +0.8% | +2.6% | -1.8% | -2.8% |
| YTD | -8.2% | +11.3% | -19.5% | -20.7% |
| 1Y | -8.2% | +13.4% | -21.7% | -22.9% |
| 3Y | -15.4% | +80.3% | -95.7% | -62.5% |
| 5Y | -45.0% | +72.7% | -117.7% | -73.5% |
| 10Y | +78.9% | +310.0% | -231.1% | -73.0% |
| All | +78.9% | +317.9% | -239.0% | -73.0% |
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