+110.9%
TRVI vs VOO
+193.8%
-82.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -2.4% | -0.4% | -2.0% | -2.3% |
| 30D | -6.5% | -1.4% | -5.1% | -6.0% |
| 3M | +22.4% | +3.7% | +18.7% | +20.9% |
| 6M | +42.2% | +13.0% | +29.2% | +36.5% |
| YTD | +32.9% | +12.4% | +20.5% | +27.7% |
| 1Y | +97.6% | +18.6% | +79.0% | +86.8% |
| 3Y | +670.4% | +78.1% | +592.3% | +546.6% |
| 5Y | +994.7% | +82.3% | +912.5% | +793.5% |
| All | +110.9% | +193.8% | -82.9% | +96.7% |
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