+210.1%
TRFK vs VT
+84.6%
+125.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.5% |
| 7D | -13.6% | -2.3% | -11.3% | -9.8% |
| 30D | -29.1% | -5.0% | -24.2% | -22.3% |
| 3M | -22.3% | -4.9% | -17.4% | -14.8% |
| 6M | -16.1% | -1.5% | -14.5% | -11.5% |
| YTD | +14.4% | +8.5% | +5.9% | +4.5% |
| 1Y | +5.0% | +11.4% | -6.3% | -7.7% |
| 3Y | +137.6% | +70.1% | +67.5% | +16.8% |
| All | +210.1% | +84.6% | +125.5% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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