-91.4%
TRIB vs VT
+69.4%
-160.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.1% | -4.2% | -4.7% |
| 7D | -11.0% | -4.2% | -6.8% | -7.5% |
| 30D | -17.5% | -5.8% | -11.7% | -12.9% |
| 3M | -45.3% | -5.2% | -40.0% | -42.5% |
| 6M | -67.2% | +0.1% | -67.4% | -66.5% |
| YTD | -75.1% | +8.2% | -83.3% | -75.6% |
| 1Y | -80.1% | +10.1% | -90.3% | -80.7% |
| All | -91.4% | +69.4% | -160.8% | -88.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling