+129.8%
TRUP vs VT
+223.7%
-93.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -6.0% | -6.8% |
| 7D | +15.4% | +0.4% | +15.1% | +14.3% |
| 30D | +36.2% | -2.6% | +38.8% | +40.1% |
| 3M | +31.5% | -3.2% | +34.8% | +36.4% |
| 6M | +44.3% | +0.9% | +43.3% | +39.0% |
| YTD | -5.0% | +11.3% | -16.3% | -21.2% |
| 1Y | -8.0% | +14.0% | -22.0% | -26.4% |
| 3Y | +59.4% | +75.8% | -16.4% | -29.8% |
| 5Y | -71.9% | +57.8% | -129.7% | -84.9% |
| 10Y | +129.8% | +219.8% | -90.0% | -27.3% |
| All | +129.8% | +223.7% | -93.9% | -27.3% |
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 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