-3.1%
TRVG vs VT
+66.2%
-69.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.4% | -6.4% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | +15.6% | +1.0% | +14.7% | +14.6% |
| 3M | +44.3% | +2.4% | +42.0% | +40.1% |
| 6M | +102.4% | +12.0% | +90.4% | +77.4% |
| YTD | +106.6% | +15.3% | +91.2% | +74.6% |
| 1Y | +81.0% | +22.6% | +58.4% | +42.5% |
| 3Y | +113.3% | +74.7% | +38.6% | +8.9% |
| All | -3.1% | +66.2% | -69.3% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling