-28.5%
TRAK vs VOO
+325.3%
-353.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.7% |
| 7D | +1.0% | -0.8% | +1.8% | +1.7% |
| 30D | -4.6% | -1.1% | -3.6% | -3.7% |
| 3M | -17.4% | +3.9% | -21.3% | -20.2% |
| 6M | -1.8% | +13.6% | -15.5% | -12.3% |
| YTD | -35.0% | +12.7% | -47.7% | -41.5% |
| 1Y | -53.1% | +17.6% | -70.7% | -59.3% |
| 3Y | -4.3% | +77.3% | -81.6% | -40.5% |
| 5Y | +54.7% | +84.1% | -29.5% | -7.9% |
| All | -28.5% | +325.3% | -353.8% | -86.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling