+37.7%
TRTX vs VOO
+77.4%
-39.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.5% |
| 7D | -6.0% | -0.8% | -5.2% | -5.3% |
| 30D | -6.7% | -1.1% | -5.6% | -5.8% |
| 3M | -11.0% | +3.9% | -14.9% | -13.9% |
| 6M | -3.6% | +13.6% | -17.2% | -13.9% |
| YTD | -8.6% | +12.7% | -21.3% | -17.8% |
| 1Y | -11.9% | +17.6% | -29.5% | -23.9% |
| 3Y | +37.7% | +77.3% | -39.7% | -31.8% |
| All | +37.7% | +77.4% | -39.8% | -31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling