+8.1%
TRFM vs VOO
+14.7%
-6.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -4.2% |
| 7D | -6.3% | -0.7% | -5.6% | -5.0% |
| 30D | -12.8% | -1.1% | -11.7% | -10.9% |
| 3M | -13.2% | -0.3% | -12.9% | -12.4% |
| 6M | -3.7% | +7.4% | -11.1% | -14.0% |
| YTD | +11.6% | +13.4% | -1.8% | -8.8% |
| 1Y | +8.1% | +14.8% | -6.7% | -13.4% |
| All | +8.1% | +14.7% | -6.5% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling