+1,696.6%
TREX vs VOO
+807.8%
+888.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | 0.0% |
| 7D | +4.0% | -0.4% | +4.4% | +4.5% |
| 30D | -5.5% | -1.4% | -4.2% | -3.7% |
| 3M | +2.5% | +3.7% | -1.3% | -2.5% |
| 6M | +21.9% | +13.0% | +8.8% | +3.2% |
| YTD | +29.7% | +12.4% | +17.3% | +10.7% |
| 1Y | -24.1% | +18.6% | -42.7% | -40.0% |
| 3Y | -32.4% | +78.1% | -110.5% | -69.3% |
| 5Y | -59.2% | +82.3% | -141.5% | -81.2% |
| 10Y | +217.1% | +322.5% | -105.5% | -52.1% |
| All | +1,696.6% | +807.8% | +888.8% | +14.8% |
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