Analytics
Portfolio Analytics
Deep-dive into V-Rank Alpha's performance metrics, risk characteristics, and comparative analytics.
Avg Annual Return
+17.2%
S&P 500 Avg
+11.5%
Win Rate vs S&P
+55%
Best Year
+85.7%
2009
Worst Year
-32.1%
2022
Growth of $10,000
Hypothetical growth of $10,000 invested at inception, V-Rank Alpha vs S&P 500.
- V-Rank Alpha
- S&P 500
Annual Return Comparison
Year-by-year performance of V-Rank Alpha versus the S&P 500 benchmark.
- V-Rank Alpha
- S&P 500
Rolling 3-Year Annualized Returns
Trailing 3-year annualized returns showing consistency of outperformance.
- V-Rank Alpha
- S&P 500
Year-by-Year Alpha
Outperformance (alpha) relative to the S&P 500 for each calendar year.
| Year | V-Rank Alpha | S&P 500 | Alpha |
|---|---|---|---|
| 2005 | +21.8% | +4.9% | +16.9% |
| 2006 | +21% | +15.8% | +5.2% |
| 2007 | -14.7% | +5.5% | -20.2% |
| 2008 | +6.2% | -37% | +43.2% |
| 2009 | +85.7% | +26.5% | +59.2% |
| 2010 | +19.6% | +15.1% | +4.5% |
| 2011 | -7% | +2.1% | -9.1% |
| 2012 | +12% | +16% | -4% |
| 2013 | +70.8% | +32.4% | +38.4% |
| 2014 | +8.3% | +13.7% | -5.4% |
| 2015 | -13.1% | +1.4% | -14.5% |
| 2016 | +16.5% | +12% | +4.5% |
| 2017 | +25.4% | +21.8% | +3.6% |
| 2018 | -14.8% | -4.4% | -10.3% |
| 2019 | +17.8% | +31.5% | -13.7% |
| 2020 | +35.7% | +18.4% | +17.3% |
| 2021 | +21.7% | +28.7% | -7% |
| 2022 | -32.1% | -18.1% | -14% |
| 2023 | +23% | +26.3% | -3.3% |
| 2024 | +29.4% | +23.3% | +6.1% |
| 2025 | +23.9% | +12% | +11.9% |
| 2026 | +20.8% | +5% | +15.8% |