+314.8%
TRFK vs VOO
+105.2%
+209.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +1.1% |
| 7D | +6.4% | -0.4% | +6.7% | +6.9% |
| 30D | +4.0% | -1.4% | +5.4% | +6.3% |
| 3M | +1.0% | +3.7% | -2.7% | -3.7% |
| 6M | +53.7% | +13.0% | +40.7% | +30.0% |
| YTD | +53.1% | +12.4% | +40.6% | +30.8% |
| 1Y | +55.0% | +18.6% | +36.4% | +23.0% |
| 3Y | +207.1% | +78.1% | +129.1% | +42.8% |
| All | +314.8% | +105.2% | +209.7% | +59.7% |
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