+4.1%
TRUD vs VOO
+21.5%
-17.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.1% |
| 7D | -1.1% | -0.8% | -0.4% | -0.1% |
| 30D | -3.5% | -1.1% | -2.4% | -2.1% |
| 3M | -0.9% | +3.9% | -4.8% | -5.7% |
| 6M | +2.9% | +13.6% | -10.7% | -12.9% |
| YTD | -2.5% | +12.7% | -15.2% | -16.5% |
| 1Y | -1.1% | +17.6% | -18.6% | -20.5% |
| All | +4.1% | +21.5% | -17.5% | -20.8% |
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 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