-98.2%
TRIB vs VT
+374.2%
-472.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -2.8% | +0.4% | -3.2% | -3.0% |
| 30D | -12.7% | +1.0% | -13.7% | -13.3% |
| 3M | -53.9% | +2.4% | -56.3% | -54.2% |
| 6M | -55.2% | +12.0% | -67.2% | -57.6% |
| YTD | -60.3% | +15.3% | -75.6% | -62.9% |
| 1Y | -72.7% | +22.6% | -95.3% | -75.2% |
| 3Y | -91.3% | +74.7% | -166.0% | -93.4% |
| 5Y | -97.6% | +66.1% | -163.8% | -98.2% |
| 10Y | -99.5% | +225.0% | -324.5% | -99.7% |
| All | -98.2% | +374.2% | -472.4% | -99.3% |
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