+148.1%
TRFM vs VOO
+110.3%
+37.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.5% |
| 7D | +0.8% | -0.4% | +1.1% | +1.3% |
| 30D | -4.1% | -1.4% | -2.7% | -2.0% |
| 3M | +0.8% | +3.7% | -2.9% | -4.2% |
| 6M | +21.2% | +13.0% | +8.2% | +1.9% |
| YTD | +22.7% | +12.4% | +10.3% | +4.1% |
| 1Y | +26.8% | +18.6% | +8.2% | -0.2% |
| 3Y | +106.5% | +78.1% | +28.4% | -9.4% |
| All | +148.1% | +110.3% | +37.8% | -14.6% |
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