+204.6%
TRUP vs VT
+217.0%
-12.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.2% | +8.2% |
| 7D | +15.0% | -4.2% | +19.2% | +20.9% |
| 30D | +40.7% | -5.8% | +46.5% | +50.9% |
| 3M | +42.4% | -5.2% | +47.6% | +51.4% |
| 6M | +34.0% | +0.1% | +33.9% | +30.6% |
| YTD | -7.1% | +8.2% | -15.3% | -19.1% |
| 1Y | -18.3% | +10.1% | -28.4% | -30.7% |
| 3Y | +32.8% | +69.7% | -36.8% | -35.3% |
| 5Y | -73.0% | +53.4% | -126.4% | -84.2% |
| 10Y | +130.5% | +219.2% | -88.7% | -29.3% |
| All | +204.6% | +217.0% | -12.5% | -6.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling