+3.4%
TRU vs VIG
+19.5%
-16.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.1% | +2.4% | +0.8% |
| 7D | +10.5% | +2.7% | +7.8% | +5.3% |
| 30D | +28.7% | +7.0% | +21.7% | +14.5% |
| 3M | +0.7% | +4.0% | -3.4% | -6.2% |
| 6M | +19.3% | +12.3% | +7.1% | -1.2% |
| YTD | -3.7% | +16.4% | -20.1% | -24.2% |
| 1Y | +3.4% | +19.2% | -15.8% | -21.5% |
| All | +3.4% | +19.5% | -16.1% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling