+41.9%
TROO vs VT
+13.3%
+28.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.1% | -8.2% | -9.0% |
| 7D | +1.1% | -0.7% | +1.8% | +2.1% |
| 30D | +14.4% | -1.7% | +16.1% | +16.8% |
| 3M | -6.6% | -2.3% | -4.3% | -3.4% |
| 6M | -55.1% | +1.5% | -56.7% | -55.4% |
| YTD | -42.8% | +12.0% | -54.9% | -48.5% |
| 1Y | +41.9% | +12.9% | +29.0% | +26.0% |
| All | +41.9% | +13.3% | +28.6% | +26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling