-100.0%
TRUG vs VOO
+81.8%
-181.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | -0.6% | +16.9% | +16.6% |
| 7D | 0.0% | +0.5% | -0.5% | -0.3% |
| 30D | -51.6% | -0.9% | -50.7% | -51.5% |
| 3M | -71.1% | +3.9% | -75.0% | -71.7% |
| 6M | -93.8% | +14.5% | -108.3% | -94.2% |
| YTD | -93.9% | +13.0% | -106.9% | -94.3% |
| 1Y | -98.7% | +19.4% | -118.1% | -98.8% |
| 3Y | -100.0% | +78.9% | -178.9% | -100.0% |
| All | -100.0% | +81.8% | -181.8% | -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 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