-71.0%
TROO vs VT
+59.8%
-130.8%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.1% | -8.2% | -8.1% |
| 7D | +1.1% | -0.7% | +1.8% | +1.8% |
| 30D | +14.4% | -1.7% | +16.1% | +15.6% |
| 3M | -6.6% | -2.3% | -4.3% | -5.1% |
| 6M | -55.1% | +1.5% | -56.7% | -55.2% |
| YTD | -42.8% | +12.0% | -54.9% | -46.4% |
| 1Y | +41.9% | +12.9% | +29.0% | +32.1% |
| 3Y | -51.8% | +74.9% | -126.8% | -68.8% |
| 5Y | -71.0% | +59.9% | -131.0% | -78.4% |
| All | -71.0% | +59.8% | -130.8% | -78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling