+16.7%
VTRS vs VOO
+807.8%
-791.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | -3.5% | -0.4% | -3.1% | -3.1% |
| 30D | +2.1% | -1.4% | +3.5% | +3.4% |
| 3M | +2.6% | +3.7% | -1.1% | -1.2% |
| 6M | +17.8% | +13.0% | +4.7% | +4.3% |
| YTD | +35.7% | +12.4% | +23.2% | +20.8% |
| 1Y | +63.5% | +18.6% | +44.9% | +38.3% |
| 3Y | +85.1% | +78.1% | +7.1% | +4.2% |
| 5Y | +42.5% | +82.3% | -39.8% | -22.6% |
| 10Y | -48.2% | +322.5% | -370.7% | -89.0% |
| All | +16.7% | +807.8% | -791.1% | -89.1% |
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