+19.9%
TRTX vs VT
+181.8%
-161.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.1% | +0.4% | +1.6% | +1.5% |
| 30D | -0.6% | +1.0% | -1.6% | -1.8% |
| 3M | -3.9% | +2.4% | -6.3% | -7.3% |
| 6M | -2.8% | +12.0% | -14.8% | -16.3% |
| YTD | -2.8% | +15.3% | -18.2% | -19.4% |
| 1Y | -7.1% | +22.6% | -29.7% | -29.0% |
| 3Y | +49.9% | +74.7% | -24.8% | -27.8% |
| 5Y | +12.2% | +66.1% | -54.0% | -42.1% |
| All | +19.9% | +181.8% | -161.8% | -65.6% |
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 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