+942.5%
TRV vs VOO
+812.0%
+130.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | +0.5% | +0.5% | -0.1% | +0.1% |
| 30D | -4.9% | -0.9% | -3.9% | -4.2% |
| 3M | +23.7% | +3.9% | +19.9% | +19.7% |
| 6M | +20.3% | +14.5% | +5.8% | +7.4% |
| YTD | +27.1% | +13.0% | +14.1% | +14.5% |
| 1Y | +35.3% | +19.4% | +15.9% | +16.4% |
| 3Y | +139.8% | +78.9% | +60.9% | +45.9% |
| 5Y | +153.9% | +82.3% | +71.6% | +48.5% |
| 10Y | +285.9% | +314.2% | -28.4% | +8.7% |
| All | +942.5% | +812.0% | +130.6% | +39.6% |
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