-73.2%
TRDA vs VOO
+77.8%
-151.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.6% | -9.1% | -9.0% |
| 7D | -10.5% | -2.0% | -8.5% | -8.4% |
| 30D | -8.8% | -1.7% | -7.1% | -7.0% |
| 3M | +7.5% | +4.7% | +2.8% | +1.9% |
| 6M | -51.4% | +12.6% | -63.9% | -56.8% |
| YTD | -37.5% | +11.8% | -49.3% | -44.0% |
| 1Y | +23.0% | +17.5% | +5.4% | +4.4% |
| 3Y | -54.9% | +77.0% | -131.9% | -73.6% |
| All | -73.2% | +77.8% | -151.0% | -81.1% |
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