+73.9%
TRTX vs VT
+69.7%
+4.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.1% | -4.0% |
| 7D | +3.8% | -2.3% | +6.2% | +6.0% |
| 30D | +13.3% | -5.0% | +18.2% | +18.3% |
| 3M | -11.2% | -4.9% | -6.3% | -7.3% |
| 6M | -16.1% | -1.5% | -14.5% | -15.5% |
| YTD | -13.7% | +8.5% | -22.2% | -21.0% |
| 1Y | -14.5% | +11.4% | -25.9% | -23.8% |
| 3Y | +73.9% | +70.1% | +3.8% | -29.0% |
| All | +73.9% | +69.7% | +4.1% | -29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling