+49.2%
TRT vs VOO
+14.7%
+34.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.6% | -1.1% |
| 7D | -10.3% | -0.7% | -9.6% | -8.6% |
| 30D | -19.2% | -1.1% | -18.2% | -16.8% |
| 3M | -56.9% | -0.3% | -56.6% | -56.3% |
| 6M | -57.5% | +7.4% | -64.8% | -60.4% |
| YTD | -25.1% | +13.4% | -38.4% | -33.6% |
| 1Y | +49.2% | +14.8% | +34.4% | +35.6% |
| All | +49.2% | +14.7% | +34.5% | +35.6% |
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 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