-67.9%
TRON vs VT
+75.6%
-143.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -0.5% | +8.6% | +9.3% |
| 7D | -2.4% | +1.0% | -3.4% | -4.8% |
| 30D | +5.3% | -0.2% | +5.5% | +6.1% |
| 3M | -14.4% | +4.5% | -19.0% | -23.1% |
| 6M | +9.6% | +14.1% | -4.5% | -21.1% |
| YTD | +29.0% | +14.8% | +14.3% | -6.9% |
| 1Y | -51.2% | +21.2% | -72.4% | -68.4% |
| 3Y | -3.6% | +76.6% | -80.2% | -64.4% |
| All | -67.9% | +75.6% | -143.4% | -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 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