+145.7%
TRU vs VEU
+155.0%
-9.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | -0.1% | -0.2% |
| 7D | -2.7% | -1.4% | -1.3% | -1.2% |
| 30D | -2.0% | -0.4% | -1.6% | -1.7% |
| 3M | +18.4% | +2.5% | +15.9% | +14.1% |
| 6M | +8.9% | +11.1% | -2.3% | -5.3% |
| YTD | -8.9% | +16.5% | -25.5% | -25.5% |
| 1Y | -15.9% | +22.9% | -38.8% | -35.4% |
| 3Y | -1.1% | +73.4% | -74.5% | -47.9% |
| 5Y | -35.2% | +56.1% | -91.3% | -61.6% |
| All | +145.7% | +155.0% | -9.3% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling