-100.0%
TRUG vs VOO
+81.4%
-181.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +76.0% | +0.8% | +75.2% | +75.6% |
| 7D | +71.8% | -0.8% | +72.6% | +72.7% |
| 30D | -27.4% | -1.1% | -26.3% | -26.9% |
| 3M | -58.4% | +3.9% | -62.3% | -59.2% |
| 6M | -90.7% | +13.6% | -104.3% | -91.3% |
| YTD | -91.0% | +12.7% | -103.7% | -91.5% |
| 1Y | -98.1% | +17.6% | -115.7% | -98.2% |
| 3Y | -100.0% | +77.3% | -177.3% | -100.0% |
| All | -100.0% | +81.4% | -181.4% | -100.0% |
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