+30.9%
TRFM vs VOO
+21.4%
+9.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | -0.6% |
| 7D | -3.1% | +0.3% | -3.4% | -3.6% |
| 30D | -4.1% | +0.2% | -4.4% | -4.5% |
| 3M | -5.4% | +2.8% | -8.2% | -9.5% |
| 6M | +22.0% | +14.3% | +7.7% | -1.9% |
| YTD | +23.3% | +14.0% | +9.2% | -0.5% |
| All | +30.9% | +21.4% | +9.6% | -2.1% |
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 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