-21.1%
TRC vs VOO
+817.1%
-838.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -0.1% | +0.1% | -0.2% | -0.2% |
| 3M | -13.9% | +2.0% | -15.9% | -15.7% |
| 6M | -9.1% | +13.0% | -22.2% | -18.5% |
| YTD | +4.2% | +13.6% | -9.4% | -7.0% |
| 1Y | -3.0% | +20.1% | -23.1% | -17.6% |
| 3Y | -2.1% | +77.6% | -79.6% | -41.8% |
| 5Y | -14.8% | +82.4% | -97.3% | -51.2% |
| 10Y | -30.2% | +316.8% | -347.0% | -82.9% |
| All | -21.1% | +817.1% | -838.2% | -91.9% |
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