-4.0%
TRVG vs VOO
+82.3%
-86.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.3% |
| 7D | -0.7% | +0.5% | -1.2% | -1.1% |
| 30D | +3.6% | -0.9% | +4.5% | +4.6% |
| 3M | +31.1% | +3.9% | +27.2% | +26.1% |
| 6M | +94.6% | +14.5% | +80.1% | +69.6% |
| YTD | +100.7% | +13.0% | +87.7% | +77.1% |
| 1Y | +79.1% | +19.4% | +59.6% | +49.3% |
| 3Y | +118.3% | +78.9% | +39.4% | +18.7% |
| 5Y | -4.0% | +82.3% | -86.3% | -47.0% |
| All | -4.0% | +82.3% | -86.4% | -47.0% |
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