+82.5%
TRT vs VT
+346.0%
-263.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.8% | +3.0% |
| 7D | -3.5% | -2.3% | -1.2% | -2.3% |
| 30D | -19.8% | -5.0% | -14.8% | -17.5% |
| 3M | -56.4% | -4.9% | -51.6% | -55.2% |
| 6M | -62.8% | -1.5% | -61.2% | -62.0% |
| YTD | -29.0% | +8.5% | -37.5% | -30.5% |
| 1Y | +40.3% | +11.4% | +28.9% | +35.7% |
| 3Y | +56.9% | +70.1% | -13.1% | +25.1% |
| 5Y | +98.3% | +53.7% | +44.6% | +66.0% |
| 10Y | +194.7% | +220.0% | -25.3% | +86.6% |
| All | +82.5% | +346.0% | -263.5% | -6.9% |
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