+216.0%
TRU vs VEU
+134.8%
+81.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | 0.0% |
| 7D | -6.5% | +0.3% | -6.8% | -6.8% |
| 30D | -2.5% | +0.7% | -3.2% | -3.2% |
| 3M | +10.4% | +4.7% | +5.7% | +4.0% |
| 6M | +1.6% | +11.6% | -10.0% | -11.3% |
| YTD | -9.7% | +16.8% | -26.5% | -25.5% |
| 1Y | -17.3% | +24.9% | -42.1% | -36.6% |
| 3Y | -1.8% | +75.7% | -77.6% | -47.0% |
| 5Y | -36.2% | +56.1% | -92.3% | -61.0% |
| 10Y | +143.2% | +153.6% | -10.4% | -5.7% |
| All | +216.0% | +134.8% | +81.2% | +23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling