+106.1%
TRMD vs VOO
+14.7%
+91.4%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.6% | -8.1% | -7.0% |
| 7D | -9.8% | -0.7% | -9.0% | -9.5% |
| 30D | -8.3% | -1.1% | -7.2% | -7.9% |
| 3M | +37.7% | -0.3% | +38.0% | +37.9% |
| 6M | +25.1% | +7.4% | +17.7% | +19.9% |
| YTD | +116.6% | +13.4% | +103.2% | +99.5% |
| 1Y | +106.1% | +14.8% | +91.3% | +89.0% |
| All | +106.1% | +14.7% | +91.4% | +89.0% |
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