-52.6%
TROO vs VT
+69.4%
-121.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -1.1% |
| 7D | -24.7% | -4.2% | -20.5% | -22.5% |
| 30D | +4.2% | -5.8% | +10.0% | +8.3% |
| 3M | -11.7% | -5.2% | -6.4% | -8.6% |
| 6M | -57.2% | +0.1% | -57.4% | -56.7% |
| YTD | -45.6% | +8.2% | -53.9% | -46.4% |
| 1Y | +46.2% | +10.1% | +36.1% | +43.4% |
| All | -52.6% | +69.4% | -121.9% | -58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling