+191.1%
TRI vs VEU
+155.0%
+36.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.2% |
| 7D | -7.9% | -1.4% | -6.5% | -7.2% |
| 30D | -4.5% | -0.4% | -4.1% | -4.3% |
| 3M | +22.1% | +2.5% | +19.6% | +19.8% |
| 6M | -2.8% | +11.1% | -13.9% | -9.9% |
| YTD | -23.4% | +16.5% | -39.9% | -31.3% |
| 1Y | -41.5% | +22.9% | -64.5% | -49.3% |
| 3Y | -19.2% | +73.4% | -92.6% | -44.1% |
| 5Y | -9.4% | +56.1% | -65.5% | -33.6% |
| All | +191.1% | +155.0% | +36.1% | +50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling