+10.0%
TROX vs VT
+21.4%
-11.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.8% |
| 7D | -4.8% | +1.0% | -5.8% | -6.9% |
| 30D | -25.7% | -0.2% | -25.5% | -25.3% |
| 3M | -33.7% | +4.5% | -38.3% | -40.1% |
| 6M | -25.6% | +14.1% | -39.7% | -44.5% |
| YTD | +17.5% | +14.8% | +2.8% | -13.1% |
| 1Y | +10.0% | +21.2% | -11.2% | -40.5% |
| All | +10.0% | +21.4% | -11.4% | -40.5% |
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 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