-9.8%
TRI vs VOO
+82.8%
-92.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.2% |
| 7D | -7.9% | -0.8% | -7.1% | -7.5% |
| 30D | -4.5% | -1.1% | -3.4% | -3.9% |
| 3M | +22.1% | +3.9% | +18.2% | +19.4% |
| 6M | -2.8% | +13.6% | -16.4% | -10.1% |
| YTD | -23.4% | +12.7% | -36.1% | -28.7% |
| 1Y | -41.5% | +17.6% | -59.1% | -47.0% |
| 3Y | -19.2% | +77.3% | -96.5% | -44.0% |
| All | -9.8% | +82.8% | -92.6% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling