-25.7%
VRTS vs VOO
+75.5%
-101.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.7% |
| 7D | +7.7% | -2.7% | +10.4% | +11.0% |
| 30D | -0.8% | -5.4% | +4.6% | +5.5% |
| 3M | -20.6% | -4.1% | -16.5% | -16.8% |
| 6M | -8.0% | +0.7% | -8.8% | -9.0% |
| YTD | -16.6% | +8.7% | -25.3% | -24.4% |
| 1Y | -16.5% | +11.0% | -27.4% | -26.2% |
| 3Y | -25.7% | +75.5% | -101.1% | -63.5% |
| All | -25.7% | +75.5% | -101.1% | -63.5% |
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