-38.4%
TRI vs VEU
+28.8%
-67.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.5% | -6.0% | -5.2% |
| 7D | -0.5% | +1.1% | -1.7% | -0.1% |
| 30D | +7.9% | +2.2% | +5.7% | +8.8% |
| 3M | +24.1% | +3.0% | +21.1% | +26.3% |
| 6M | +3.8% | +10.9% | -7.0% | +7.4% |
| YTD | -16.9% | +18.2% | -35.1% | -17.5% |
| 1Y | -38.4% | +28.3% | -66.7% | -40.7% |
| All | -38.4% | +28.8% | -67.2% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling