-43.6%
TROO vs VT
+74.1%
-117.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.6% | +10.5% | +11.3% |
| 7D | +4.0% | +0.4% | +3.7% | +3.7% |
| 30D | +19.0% | -2.6% | +21.6% | +20.9% |
| 3M | +6.2% | -3.2% | +9.4% | +8.5% |
| 6M | -50.0% | +0.9% | -50.9% | -49.7% |
| YTD | -35.3% | +11.3% | -46.6% | -37.4% |
| 1Y | +71.1% | +14.0% | +57.1% | +64.6% |
| 3Y | -43.6% | +75.8% | -119.4% | -51.8% |
| All | -43.6% | +74.1% | -117.7% | -51.8% |
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