+507.4%
TRT vs VOO
+807.8%
-300.4%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.6% |
| 7D | +1.2% | -0.4% | +1.6% | +1.4% |
| 30D | +0.3% | -1.4% | +1.7% | +1.1% |
| 3M | +6.2% | +3.7% | +2.5% | +4.6% |
| 6M | +84.9% | +13.0% | +71.8% | +75.4% |
| YTD | +60.6% | +12.4% | +48.1% | +52.6% |
| 1Y | +298.9% | +18.6% | +280.3% | +269.0% |
| 3Y | +224.1% | +78.1% | +146.0% | +140.0% |
| 5Y | +360.2% | +82.3% | +277.9% | +240.7% |
| 10Y | +462.4% | +322.5% | +139.9% | +198.3% |
| All | +507.4% | +807.8% | -300.4% | +228.8% |
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