-1.3%
TRUD vs VT
+13.3%
-14.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | +0.8% | -1.6% | +2.4% | +2.5% |
| 30D | +5.1% | -2.5% | +7.6% | +8.0% |
| 3M | -2.6% | -1.3% | -1.3% | -1.3% |
| 6M | -1.9% | +3.1% | -4.9% | -5.2% |
| YTD | +0.1% | +10.9% | -10.9% | -11.5% |
| All | -1.3% | +13.3% | -14.6% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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