+251.6%
TRS vs VOO
+812.0%
-560.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | -0.5% | +0.5% | -1.0% | -1.0% |
| 30D | -3.8% | -0.9% | -2.8% | -2.9% |
| 3M | -2.5% | +3.9% | -6.4% | -6.6% |
| 6M | +3.6% | +14.5% | -10.9% | -10.4% |
| YTD | +9.6% | +13.0% | -3.4% | -3.9% |
| 1Y | -0.5% | +19.4% | -20.0% | -17.7% |
| 3Y | +62.1% | +78.9% | -16.7% | -14.2% |
| 5Y | +29.0% | +82.3% | -53.3% | -34.0% |
| 10Y | +110.4% | +314.2% | -203.9% | -62.9% |
| All | +251.6% | +812.0% | -560.4% | -82.7% |
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