-42.4%
TRVG vs VOO
+75.1%
-117.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.3% | +4.1% | +4.2% |
| 7D | +5.9% | -0.9% | +6.8% | +6.6% |
| 30D | -11.6% | -2.3% | -9.2% | -9.8% |
| 3M | -28.3% | -1.2% | -27.1% | -27.5% |
| 6M | +15.0% | +3.3% | +11.7% | +11.0% |
| YTD | +29.3% | +12.3% | +17.0% | +14.8% |
| 1Y | +22.1% | +12.5% | +9.7% | +8.3% |
| 3Y | +54.3% | +79.2% | -24.9% | -15.1% |
| 5Y | -42.4% | +75.7% | -118.1% | -66.6% |
| All | -42.4% | +75.1% | -117.6% | -66.6% |
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 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