+10.2%
TRUD vs VT
+19.8%
-9.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +2.4% | +2.4% | +0.1% | -0.2% |
| 30D | +7.1% | -1.5% | +8.6% | +8.9% |
| 3M | +1.9% | -4.1% | +6.1% | +6.7% |
| 6M | +0.5% | +0.6% | -0.1% | -0.3% |
| YTD | +3.2% | +11.0% | -7.8% | -9.3% |
| 1Y | +5.4% | +13.3% | -7.9% | -10.1% |
| All | +10.2% | +19.8% | -9.6% | -13.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling