-85.2%
TRDA vs VOO
+72.6%
-157.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.1% |
| 7D | +4.1% | +2.6% | +1.5% | +1.0% |
| 30D | +11.9% | -2.0% | +13.9% | +14.7% |
| 3M | -31.7% | -2.8% | -28.9% | -29.3% |
| 6M | -30.5% | +2.2% | -32.6% | -31.8% |
| YTD | -50.5% | +11.5% | -62.0% | -55.4% |
| 1Y | -42.0% | +13.5% | -55.5% | -48.9% |
| 3Y | -68.9% | +78.1% | -147.0% | -81.9% |
| All | -85.2% | +72.6% | -157.8% | -90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling