-98.9%
TRIB vs VT
+345.0%
-443.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.1% | -4.2% | -6.0% |
| 7D | -11.0% | -4.2% | -6.8% | -8.8% |
| 30D | -17.5% | -5.8% | -11.7% | -14.6% |
| 3M | -45.3% | -5.2% | -40.0% | -43.5% |
| 6M | -67.2% | +0.1% | -67.4% | -66.9% |
| YTD | -75.1% | +8.2% | -83.3% | -75.8% |
| 1Y | -80.1% | +10.1% | -90.3% | -80.9% |
| 3Y | -91.4% | +69.7% | -161.1% | -93.4% |
| 5Y | -98.0% | +53.4% | -151.4% | -98.4% |
| 10Y | -99.4% | +219.2% | -318.6% | -99.7% |
| All | -98.9% | +345.0% | -443.9% | -99.5% |
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