-87.3%
TRVG vs VT
+208.5%
-295.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.3% |
| 7D | +1.1% | -0.1% | +1.3% | +0.9% |
| 30D | -15.0% | -3.1% | -12.0% | -12.6% |
| 3M | -33.1% | -3.5% | -29.6% | -30.6% |
| 6M | +2.6% | +0.5% | +2.1% | +1.3% |
| YTD | +22.8% | +10.8% | +12.0% | +8.7% |
| 1Y | +14.5% | +11.9% | +2.6% | +0.4% |
| 3Y | +46.5% | +73.0% | -26.5% | -19.7% |
| 5Y | -45.3% | +58.6% | -104.0% | -66.8% |
| All | -87.3% | +208.5% | -295.8% | -96.0% |
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