+960.0%
TRVI vs VOO
+82.8%
+877.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.7% |
| 7D | -7.9% | -0.8% | -7.1% | -7.3% |
| 30D | -10.3% | -1.1% | -9.2% | -9.5% |
| 3M | +18.1% | +3.9% | +14.2% | +14.8% |
| 6M | +33.2% | +13.6% | +19.5% | +21.3% |
| YTD | +27.0% | +12.7% | +14.3% | +16.1% |
| 1Y | +63.1% | +17.6% | +45.5% | +44.7% |
| 3Y | +603.5% | +77.3% | +526.2% | +349.4% |
| All | +960.0% | +82.8% | +877.2% | +544.3% |
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