-14.5%
TRUP vs VOO
+14.7%
-29.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.6% | +6.6% | +8.0% |
| 7D | +14.1% | -0.7% | +14.8% | +14.0% |
| 30D | +37.1% | -1.1% | +38.1% | +36.9% |
| 3M | +36.6% | -0.3% | +36.9% | +36.4% |
| 6M | +27.8% | +7.4% | +20.4% | +25.5% |
| YTD | -9.9% | +13.4% | -23.2% | -12.9% |
| 1Y | -14.5% | +14.8% | -29.3% | -18.1% |
| All | -14.5% | +14.7% | -29.2% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling