+140.2%
TRP vs VOO
+309.6%
-169.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +4.6% | +2.6% | +2.0% | +2.8% |
| 30D | +6.0% | -2.0% | +7.9% | +7.2% |
| 3M | +3.7% | -2.8% | +6.5% | +5.4% |
| 6M | -1.5% | +2.2% | -3.6% | -3.7% |
| YTD | +21.3% | +11.5% | +9.8% | +10.8% |
| 1Y | +22.6% | +13.5% | +9.1% | +10.4% |
| 3Y | +105.6% | +78.1% | +27.5% | +27.7% |
| 5Y | +66.7% | +73.1% | -6.4% | +4.4% |
| All | +140.2% | +309.6% | -169.4% | -32.6% |
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 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