-100.0%
TRUG vs VOO
+75.9%
-175.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.6% | -6.2% | -6.2% |
| 7D | -7.7% | -2.0% | -5.7% | -5.9% |
| 30D | -58.0% | -1.7% | -56.3% | -57.3% |
| 3M | -76.4% | +4.7% | -81.1% | -77.7% |
| 6M | -94.7% | +12.6% | -107.2% | -95.4% |
| YTD | -94.9% | +11.8% | -106.6% | -95.6% |
| 1Y | -98.9% | +17.5% | -116.4% | -99.1% |
| All | -100.0% | +75.9% | -175.9% | -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 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