+282.2%
TRT vs VOO
+20.9%
+261.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.2% |
| 7D | +4.1% | +0.1% | +4.0% | +3.8% |
| 30D | -2.3% | +0.1% | -2.4% | -2.4% |
| 3M | -17.0% | +2.0% | -19.1% | -19.1% |
| 6M | +116.3% | +13.0% | +103.2% | +88.0% |
| YTD | +58.8% | +13.6% | +45.2% | +38.3% |
| 1Y | +282.2% | +20.1% | +262.1% | +194.0% |
| All | +282.2% | +20.9% | +261.3% | +194.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling