+341.1%
VOO vs TRU
+228.6%
+112.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.3% |
| 7D | +0.5% | -7.2% | +7.7% | +2.8% |
| 30D | -0.9% | -2.8% | +1.9% | -0.2% |
| 3M | +3.9% | +13.0% | -9.1% | -1.0% |
| 6M | +14.5% | +0.7% | +13.9% | +12.6% |
| YTD | +13.0% | -9.0% | +21.9% | +13.9% |
| 1Y | +19.4% | -16.3% | +35.7% | +23.0% |
| 3Y | +78.9% | -1.1% | +79.9% | +65.1% |
| 5Y | +82.3% | -36.0% | +118.3% | +94.4% |
| 10Y | +314.2% | +139.9% | +174.3% | +182.3% |
| All | +341.1% | +228.6% | +112.5% | +180.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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