+80.8%
TRAK vs VOO
+802.4%
-721.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | -0.3% | -2.0% | +1.7% | +1.3% |
| 30D | -7.9% | -1.7% | -6.3% | -6.7% |
| 3M | -20.3% | +4.7% | -25.0% | -23.3% |
| 6M | -5.5% | +12.6% | -18.1% | -14.1% |
| YTD | -35.9% | +11.8% | -47.7% | -41.4% |
| 1Y | -52.4% | +17.5% | -70.0% | -58.2% |
| 3Y | -5.3% | +77.0% | -82.3% | -38.6% |
| 5Y | +52.5% | +82.6% | -30.1% | -4.4% |
| 10Y | -23.2% | +320.0% | -343.1% | -73.7% |
| All | +80.8% | +802.4% | -721.6% | -45.5% |
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