+16.3%
TRTX vs VOO
+256.9%
-240.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.4% |
| 7D | -1.9% | -0.4% | -1.6% | -1.5% |
| 30D | -3.4% | -1.4% | -2.0% | -1.9% |
| 3M | -8.0% | +3.7% | -11.8% | -12.0% |
| 6M | -2.1% | +13.0% | -15.2% | -15.1% |
| YTD | -5.8% | +12.4% | -18.2% | -17.9% |
| 1Y | -9.9% | +18.6% | -28.5% | -26.3% |
| 3Y | +45.7% | +78.1% | -32.4% | -26.6% |
| 5Y | +12.4% | +82.3% | -69.9% | -45.1% |
| All | +16.3% | +256.9% | -240.6% | -68.4% |
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