-92.2%
TROO vs VT
+374.2%
-466.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +4.2% | +0.4% | +3.7% | +4.0% |
| 30D | +13.7% | +1.0% | +12.7% | +13.3% |
| 3M | -35.1% | +2.4% | -37.5% | -35.2% |
| 6M | -21.4% | +12.0% | -33.4% | -23.7% |
| YTD | -30.0% | +15.3% | -45.3% | -32.5% |
| 1Y | +121.8% | +22.6% | +99.2% | +109.7% |
| 3Y | -40.4% | +74.7% | -115.1% | -49.8% |
| 5Y | -72.3% | +66.1% | -138.5% | -76.4% |
| 10Y | -32.3% | +225.0% | -257.3% | -48.9% |
| All | -92.2% | +374.2% | -466.4% | -94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling