+307.6%
TRI vs VOO
+810.0%
-502.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.1% |
| 7D | -7.9% | -0.8% | -7.1% | -7.4% |
| 30D | -4.5% | -1.1% | -3.4% | -3.7% |
| 3M | +22.1% | +3.9% | +18.2% | +18.7% |
| 6M | -2.8% | +13.6% | -16.4% | -11.7% |
| YTD | -23.4% | +12.7% | -36.1% | -29.9% |
| 1Y | -41.5% | +17.6% | -59.1% | -48.1% |
| 3Y | -19.2% | +77.3% | -96.5% | -47.3% |
| 5Y | -9.4% | +84.1% | -93.5% | -43.3% |
| 10Y | +195.6% | +323.5% | -128.0% | -7.5% |
| All | +307.6% | +810.0% | -502.4% | -36.9% |
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 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