+117.5%
TRUP vs VOO
+376.2%
-258.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -4.5% |
| 7D | -12.2% | -0.4% | -11.9% | -11.8% |
| 30D | -14.7% | -1.4% | -13.3% | -13.1% |
| 3M | +11.9% | +3.7% | +8.1% | +5.9% |
| 6M | -6.3% | +13.0% | -19.3% | -21.2% |
| YTD | -33.6% | +12.4% | -46.1% | -43.9% |
| 1Y | -42.0% | +18.6% | -60.6% | -54.4% |
| 3Y | -13.7% | +78.1% | -91.7% | -59.2% |
| 5Y | -72.8% | +82.3% | -155.0% | -86.6% |
| 10Y | +54.3% | +322.5% | -268.2% | -65.8% |
| All | +117.5% | +376.2% | -258.6% | -55.7% |
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