+1,381.3%
TRV vs VGT
+2,276.4%
-895.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.4% |
| 7D | +0.2% | +1.5% | -1.3% | -0.6% |
| 30D | -2.3% | +0.5% | -2.9% | -2.8% |
| 3M | +22.7% | +5.3% | +17.4% | +17.9% |
| 6M | +21.9% | +32.4% | -10.5% | +1.8% |
| YTD | +27.5% | +28.6% | -1.1% | +7.7% |
| 1Y | +36.2% | +37.6% | -1.4% | +9.8% |
| 3Y | +140.6% | +125.5% | +15.1% | +36.9% |
| 5Y | +154.5% | +135.2% | +19.3% | +33.3% |
| 10Y | +295.4% | +812.9% | -517.5% | -30.2% |
| All | +1,381.3% | +2,276.4% | -895.1% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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