+782.3%
TRMD vs VOO
+80.3%
+702.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | +8.7% | -2.0% | +10.7% | +9.9% |
| 30D | +29.8% | -1.7% | +31.4% | +31.0% |
| 3M | +27.3% | +4.7% | +22.6% | +23.9% |
| 6M | +37.5% | +12.6% | +24.9% | +28.1% |
| YTD | +99.1% | +11.8% | +87.3% | +86.3% |
| 1Y | +77.8% | +17.5% | +60.2% | +61.6% |
| 3Y | +111.6% | +77.0% | +34.6% | +51.5% |
| 5Y | +782.3% | +82.6% | +699.8% | +537.6% |
| All | +782.3% | +80.3% | +702.0% | +537.6% |
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 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