+200.5%
VTR vs VOO
+812.0%
-611.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | 0.0% |
| 7D | -2.4% | +0.5% | -2.9% | -2.8% |
| 30D | -3.7% | -0.9% | -2.8% | -3.0% |
| 3M | +13.5% | +3.9% | +9.6% | +9.3% |
| 6M | +7.2% | +14.5% | -7.3% | -5.6% |
| YTD | +17.6% | +13.0% | +4.6% | +4.6% |
| 1Y | +35.4% | +19.4% | +16.0% | +14.2% |
| 3Y | +132.8% | +78.9% | +54.0% | +32.0% |
| 5Y | +88.7% | +82.3% | +6.4% | +3.3% |
| 10Y | +87.6% | +314.2% | -226.6% | -48.8% |
| All | +200.5% | +812.0% | -611.5% | -64.3% |
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 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