+7.3%
TRUD vs VT
+16.8%
-9.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.4% | +0.8% |
| 7D | +1.8% | -4.2% | +6.0% | +6.7% |
| 30D | +3.9% | -5.8% | +9.7% | +10.9% |
| 3M | -1.4% | -5.2% | +3.9% | +4.6% |
| 6M | -1.5% | +0.1% | -1.6% | -2.0% |
| YTD | +0.6% | +8.2% | -7.7% | -9.1% |
| 1Y | -2.0% | +10.1% | -12.1% | -13.5% |
| All | +7.3% | +16.8% | -9.4% | -13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling