+742.9%
TRS vs VT
+346.0%
+396.8%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.7% |
| 7D | +1.3% | -2.3% | +3.7% | +4.2% |
| 30D | +1.0% | -5.0% | +6.0% | +7.3% |
| 3M | -4.5% | -4.9% | +0.4% | +1.0% |
| 6M | -6.9% | -1.5% | -5.4% | -5.8% |
| YTD | +9.4% | +8.5% | +0.9% | -1.8% |
| 1Y | +21.9% | +11.4% | +10.6% | +6.0% |
| 3Y | +59.5% | +70.1% | -10.5% | -18.2% |
| 5Y | +7.6% | +53.7% | -46.1% | -38.4% |
| 10Y | +124.0% | +220.0% | -96.0% | -52.4% |
| All | +742.9% | +346.0% | +396.8% | +31.5% |
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 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