+67.9%
TRTX vs VT
+74.0%
-6.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | -4.1% | +2.4% | -6.5% | -6.1% |
| 30D | +14.7% | -1.5% | +16.2% | +16.1% |
| 3M | -16.3% | -4.1% | -12.1% | -13.2% |
| 6M | -16.5% | +0.6% | -17.1% | -17.4% |
| YTD | -17.3% | +11.0% | -28.3% | -25.8% |
| 1Y | -18.8% | +13.3% | -32.2% | -28.7% |
| 3Y | +67.9% | +73.4% | -5.5% | -37.6% |
| All | +67.9% | +74.0% | -6.1% | -37.6% |
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