+882.6%
TRMD vs VOO
+222.7%
+659.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | +5.2% | +0.5% | +4.7% | +5.0% |
| 30D | +18.5% | -0.9% | +19.4% | +18.9% |
| 3M | +21.8% | +3.9% | +17.9% | +19.9% |
| 6M | +29.8% | +14.5% | +15.3% | +23.0% |
| YTD | +87.2% | +13.0% | +74.3% | +78.4% |
| 1Y | +61.0% | +19.4% | +41.5% | +50.1% |
| 3Y | +99.0% | +78.9% | +20.1% | +60.1% |
| 5Y | +725.2% | +82.3% | +642.9% | +554.1% |
| All | +882.6% | +222.7% | +659.9% | +594.6% |
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 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