-99.4%
TRIB vs VT
+215.5%
-315.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | -8.9% | -2.3% | -6.6% | -7.5% |
| 30D | -15.6% | -5.0% | -10.6% | -12.6% |
| 3M | -51.0% | -4.9% | -46.2% | -49.3% |
| 6M | -68.3% | -1.5% | -66.8% | -67.6% |
| YTD | -75.9% | +8.5% | -84.4% | -76.7% |
| 1Y | -80.2% | +11.4% | -91.6% | -81.1% |
| 3Y | -91.7% | +70.1% | -161.8% | -93.8% |
| 5Y | -98.1% | +53.7% | -151.8% | -98.5% |
| All | -99.4% | +215.5% | -315.0% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling