+145.7%
TRU vs VO
+200.3%
-54.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | 0.0% |
| 7D | -2.7% | -1.5% | -1.2% | -0.9% |
| 30D | -2.0% | -3.0% | +1.0% | +1.7% |
| 3M | +18.4% | +2.8% | +15.6% | +14.5% |
| 6M | +8.9% | +10.9% | -2.1% | -4.2% |
| YTD | -8.9% | +12.5% | -21.4% | -21.0% |
| 1Y | -15.9% | +12.0% | -27.8% | -26.6% |
| 3Y | -1.1% | +56.3% | -57.4% | -39.3% |
| 5Y | -35.2% | +42.9% | -78.1% | -55.5% |
| All | +145.7% | +200.3% | -54.6% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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