+222.4%
TRUP vs VT
+217.8%
+4.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.6% |
| 7D | +22.0% | -2.3% | +24.3% | +25.3% |
| 30D | +49.2% | -5.0% | +54.2% | +58.3% |
| 3M | +30.5% | -4.9% | +35.4% | +38.2% |
| 6M | +47.5% | -1.5% | +49.0% | +47.1% |
| YTD | -1.7% | +8.5% | -10.1% | -14.6% |
| 1Y | -12.7% | +11.4% | -24.1% | -27.0% |
| 3Y | +57.1% | +70.1% | -13.0% | -23.7% |
| 5Y | -71.4% | +53.7% | -125.2% | -83.3% |
| 10Y | +144.0% | +220.0% | -75.9% | -25.4% |
| All | +222.4% | +217.8% | +4.6% | -1.3% |
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 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