+293.8%
TRV vs VOO
+321.7%
-27.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.0% |
| 7D | -1.5% | -2.0% | +0.5% | -0.1% |
| 30D | -1.8% | -1.7% | -0.1% | -0.6% |
| 3M | +21.6% | +4.7% | +16.8% | +17.1% |
| 6M | +22.5% | +12.6% | +9.9% | +11.4% |
| YTD | +28.1% | +11.8% | +16.4% | +17.0% |
| 1Y | +37.0% | +17.5% | +19.5% | +20.1% |
| 3Y | +141.9% | +77.0% | +64.9% | +51.3% |
| 5Y | +158.5% | +82.6% | +75.9% | +54.2% |
| All | +293.8% | +321.7% | -27.9% | +20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling