-98.3%
TRIB vs VT
+57.4%
-155.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.6% | -8.9% | -8.3% |
| 7D | -21.5% | +0.4% | -21.8% | -21.7% |
| 30D | -22.2% | -2.6% | -19.6% | -20.6% |
| 3M | -57.0% | -3.2% | -53.8% | -55.9% |
| 6M | -70.8% | +0.9% | -71.8% | -70.7% |
| YTD | -77.5% | +11.3% | -88.8% | -78.7% |
| 1Y | -81.3% | +14.0% | -95.3% | -82.6% |
| 3Y | -92.1% | +75.8% | -167.9% | -94.3% |
| 5Y | -98.3% | +57.8% | -156.1% | -98.7% |
| All | -98.3% | +57.4% | -155.6% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling