-97.2%
TVRD vs VOO
+77.4%
-174.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.3% |
| 7D | -2.1% | -0.8% | -1.3% | -1.5% |
| 30D | +5.6% | -1.1% | +6.7% | +6.5% |
| 3M | -31.0% | +3.9% | -34.9% | -32.9% |
| 6M | -50.5% | +13.6% | -64.2% | -54.6% |
| YTD | -56.5% | +12.7% | -69.2% | -59.9% |
| 1Y | -94.7% | +17.6% | -112.3% | -95.4% |
| 3Y | -97.2% | +77.3% | -174.5% | -98.8% |
| All | -97.2% | +77.4% | -174.6% | -98.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling