+67.1%
TRTY vs VOO
+197.6%
-130.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | +0.2% | -2.0% | +2.2% | +0.8% |
| 30D | +2.5% | -1.7% | +4.1% | +3.0% |
| 3M | +6.1% | +4.7% | +1.3% | +4.5% |
| 6M | +7.1% | +12.6% | -5.4% | +3.2% |
| YTD | +14.4% | +11.8% | +2.6% | +10.5% |
| 1Y | +20.3% | +17.5% | +2.7% | +14.4% |
| 3Y | +43.0% | +77.0% | -34.0% | +20.5% |
| 5Y | +42.4% | +82.6% | -40.2% | +18.3% |
| All | +67.1% | +197.6% | -130.5% | +26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling