+535.6%
VRTS vs VOO
+777.9%
-242.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.6% |
| 7D | +7.7% | -2.7% | +10.4% | +11.8% |
| 30D | -0.8% | -5.4% | +4.6% | +7.0% |
| 3M | -20.6% | -4.1% | -16.5% | -16.0% |
| 6M | -8.0% | +0.7% | -8.8% | -9.4% |
| YTD | -16.6% | +8.7% | -25.3% | -26.2% |
| 1Y | -16.5% | +11.0% | -27.4% | -28.2% |
| 3Y | -25.7% | +75.5% | -101.1% | -66.6% |
| 5Y | -51.8% | +68.4% | -120.1% | -76.4% |
| 10Y | +74.3% | +315.7% | -241.4% | -75.6% |
| All | +535.6% | +777.9% | -242.3% | -69.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling