+6.5%
TRTX vs VT
+165.0%
-158.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.1% | -4.1% |
| 7D | +3.8% | -2.3% | +6.2% | +6.8% |
| 30D | +13.3% | -5.0% | +18.2% | +20.3% |
| 3M | -11.2% | -4.9% | -6.3% | -5.8% |
| 6M | -16.1% | -1.5% | -14.5% | -15.3% |
| YTD | -13.7% | +8.5% | -22.2% | -23.1% |
| 1Y | -14.5% | +11.4% | -25.9% | -26.4% |
| 3Y | +73.9% | +70.1% | +3.8% | -14.1% |
| 5Y | -8.7% | +53.7% | -62.4% | -48.1% |
| All | +6.5% | +165.0% | -158.5% | -67.1% |
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