-47.5%
TROX vs VOO
+745.8%
-793.4%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.7% |
| 7D | -4.8% | +0.5% | -5.3% | -5.7% |
| 30D | -25.7% | -0.9% | -24.8% | -24.6% |
| 3M | -33.7% | +3.9% | -37.6% | -37.8% |
| 6M | -25.6% | +14.5% | -40.2% | -40.2% |
| YTD | +17.5% | +13.0% | +4.6% | -2.5% |
| 1Y | +10.0% | +19.4% | -9.4% | -15.5% |
| 3Y | -59.4% | +78.9% | -138.3% | -82.7% |
| 5Y | -70.9% | +82.3% | -153.1% | -87.7% |
| 10Y | -30.6% | +314.2% | -344.9% | -89.6% |
| All | -47.5% | +745.8% | -793.4% | -95.2% |
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