+313.8%
TRI vs VEU
+188.0%
+125.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.0% |
| 7D | -7.9% | -1.4% | -6.5% | -7.0% |
| 30D | -4.5% | -0.4% | -4.1% | -4.3% |
| 3M | +22.1% | +2.5% | +19.6% | +19.2% |
| 6M | -2.8% | +11.1% | -13.9% | -11.3% |
| YTD | -23.4% | +16.5% | -39.9% | -32.6% |
| 1Y | -41.5% | +22.9% | -64.5% | -50.5% |
| 3Y | -19.2% | +73.4% | -92.6% | -46.6% |
| 5Y | -9.4% | +56.1% | -65.5% | -36.4% |
| 10Y | +195.6% | +153.0% | +42.6% | +43.2% |
| All | +313.8% | +188.0% | +125.8% | +80.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling