-72.1%
TRUP vs VOO
+80.3%
-152.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.8% |
| 7D | -13.2% | -2.0% | -11.2% | -10.0% |
| 30D | -18.1% | -1.7% | -16.4% | -15.5% |
| 3M | +6.9% | +4.7% | +2.2% | -2.5% |
| 6M | -0.7% | +12.6% | -13.2% | -21.6% |
| YTD | -33.1% | +11.8% | -44.9% | -46.7% |
| 1Y | -42.1% | +17.5% | -59.6% | -58.4% |
| 3Y | -13.0% | +77.0% | -90.0% | -73.2% |
| 5Y | -72.1% | +82.6% | -154.6% | -90.8% |
| All | -72.1% | +80.3% | -152.4% | -90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling