+75.8%
VOO vs TRV
+141.6%
-65.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -2.0% | -1.5% | -0.5% | -1.8% |
| 30D | -1.7% | -1.8% | +0.1% | -1.4% |
| 3M | +4.7% | +21.6% | -16.8% | +1.0% |
| 6M | +12.6% | +22.5% | -9.9% | +8.3% |
| YTD | +11.8% | +28.1% | -16.4% | +6.5% |
| 1Y | +17.5% | +37.0% | -19.5% | +10.3% |
| All | +75.8% | +141.6% | -65.7% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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