-25.9%
VRTS vs VOO
+78.5%
-104.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.3% |
| 7D | -3.8% | +2.6% | -6.4% | -6.4% |
| 30D | +2.0% | -2.0% | +4.0% | +4.3% |
| 3M | -26.6% | -2.8% | -23.8% | -24.2% |
| 6M | -10.3% | +2.2% | -12.4% | -12.5% |
| YTD | -19.8% | +11.5% | -31.3% | -29.3% |
| 1Y | -20.6% | +13.5% | -34.0% | -31.4% |
| 3Y | -25.9% | +78.1% | -104.0% | -66.3% |
| All | -25.9% | +78.5% | -104.4% | -66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling