+67.2%
TRTY vs VT
+154.6%
-87.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | +1.4% | +0.4% | +0.9% | +1.2% |
| 30D | +3.5% | +1.0% | +2.5% | +3.1% |
| 3M | +3.8% | +2.4% | +1.4% | +2.9% |
| 6M | +6.5% | +12.0% | -5.5% | +2.2% |
| YTD | +14.4% | +15.3% | -0.9% | +8.6% |
| 1Y | +21.7% | +22.6% | -0.9% | +13.0% |
| 3Y | +41.8% | +74.7% | -32.9% | +16.6% |
| 5Y | +40.5% | +66.1% | -25.7% | +16.6% |
| All | +67.2% | +154.6% | -87.5% | +26.8% |
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