-79.8%
TRVG vs VOO
+294.2%
-373.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.3% |
| 7D | -3.2% | -0.4% | -2.9% | -2.8% |
| 30D | +6.4% | -1.4% | +7.8% | +7.9% |
| 3M | +22.0% | +3.7% | +18.3% | +17.7% |
| 6M | +93.8% | +13.0% | +80.8% | +72.0% |
| YTD | +95.2% | +12.4% | +82.7% | +73.8% |
| 1Y | +75.2% | +18.6% | +56.6% | +48.4% |
| 3Y | +112.3% | +78.1% | +34.2% | +21.9% |
| 5Y | -6.7% | +82.3% | -88.9% | -47.2% |
| All | -79.8% | +294.2% | -373.9% | -94.4% |
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