+822.6%
VOO vs TRI
+313.4%
+509.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | +1.9% |
| 7D | +0.5% | -7.1% | +7.6% | +3.1% |
| 30D | -0.9% | -2.3% | +1.4% | -0.6% |
| 3M | +3.9% | +19.6% | -15.7% | -5.6% |
| 6M | +14.5% | -8.7% | +23.2% | +15.1% |
| YTD | +13.0% | -22.3% | +35.2% | +20.8% |
| 1Y | +19.4% | -40.7% | +60.1% | +45.8% |
| 3Y | +78.9% | -17.8% | +96.6% | +77.7% |
| 5Y | +82.3% | -8.5% | +90.8% | +68.4% |
| 10Y | +314.2% | +192.6% | +121.6% | +100.0% |
| All | +822.6% | +313.4% | +509.2% | +243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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