+822.6%
VOO vs TRV
+940.7%
-118.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | +0.5% | +0.5% | +0.1% | +0.3% |
| 30D | -0.9% | -4.9% | +3.9% | +1.2% |
| 3M | +3.9% | +23.7% | -19.9% | -6.2% |
| 6M | +14.5% | +20.3% | -5.8% | +4.4% |
| YTD | +13.0% | +27.1% | -14.1% | +0.3% |
| 1Y | +19.4% | +35.3% | -15.9% | +2.7% |
| 3Y | +78.9% | +139.8% | -60.9% | +13.5% |
| 5Y | +82.3% | +153.9% | -71.6% | +10.0% |
| 10Y | +314.2% | +285.9% | +28.4% | +86.7% |
| All | +822.6% | +940.7% | -118.1% | +122.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling