+959.3%
TRMD vs VOO
+222.0%
+737.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.1% |
| 7D | +7.1% | -0.8% | +7.8% | +7.4% |
| 30D | +30.0% | -1.1% | +31.1% | +30.6% |
| 3M | +30.1% | +3.9% | +26.2% | +28.2% |
| 6M | +41.6% | +13.6% | +27.9% | +34.5% |
| YTD | +101.8% | +12.7% | +89.1% | +92.4% |
| 1Y | +84.2% | +17.6% | +66.7% | +72.8% |
| 3Y | +117.5% | +77.3% | +40.2% | +75.5% |
| 5Y | +794.6% | +84.1% | +710.4% | +607.5% |
| All | +959.3% | +222.0% | +737.3% | +649.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling