+216.0%
TRU vs VO
+196.8%
+19.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.2% |
| 7D | -6.5% | -0.6% | -5.9% | -5.8% |
| 30D | -2.5% | -1.9% | -0.6% | -0.2% |
| 3M | +10.4% | +3.3% | +7.1% | +6.1% |
| 6M | +1.6% | +9.7% | -8.0% | -9.0% |
| YTD | -9.7% | +12.6% | -22.3% | -21.6% |
| 1Y | -17.3% | +13.6% | -30.9% | -28.8% |
| 3Y | -1.8% | +56.8% | -58.6% | -39.5% |
| 5Y | -36.2% | +42.3% | -78.5% | -55.6% |
| 10Y | +143.2% | +199.2% | -55.9% | -21.2% |
| All | +216.0% | +196.8% | +19.2% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling