-1.1%
TRU vs VIG
+55.8%
-56.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | -0.4% |
| 7D | -2.7% | -1.1% | -1.7% | -0.7% |
| 30D | -2.0% | -2.7% | +0.7% | +3.2% |
| 3M | +18.4% | +2.5% | +15.9% | +13.3% |
| 6M | +8.9% | +9.2% | -0.4% | -7.6% |
| YTD | -8.9% | +9.8% | -18.8% | -23.4% |
| 1Y | -15.9% | +12.4% | -28.3% | -32.3% |
| 3Y | -1.1% | +55.9% | -57.0% | -55.7% |
| All | -1.1% | +55.8% | -56.9% | -55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling