+482.4%
TRI vs VT
+346.0%
+136.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.9% |
| 7D | -4.8% | -2.3% | -2.5% | -3.3% |
| 30D | +13.4% | -5.0% | +18.3% | +17.4% |
| 3M | +13.1% | -4.9% | +18.0% | +16.9% |
| 6M | +24.4% | -1.5% | +26.0% | +24.5% |
| YTD | -11.4% | +8.5% | -19.9% | -18.0% |
| 1Y | -15.6% | +11.4% | -27.0% | -23.4% |
| 3Y | -6.5% | +70.1% | -76.5% | -39.0% |
| 5Y | +5.3% | +53.7% | -48.5% | -26.7% |
| 10Y | +239.9% | +220.0% | +20.0% | +29.9% |
| All | +482.4% | +346.0% | +136.4% | +71.0% |
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