+135.4%
TRX vs VT
+74.5%
+60.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.1% | -1.9% |
| 7D | -4.8% | +2.9% | -7.7% | -8.6% |
| 30D | -14.8% | -2.5% | -12.3% | -11.4% |
| 3M | -18.7% | -3.3% | -15.3% | -14.1% |
| 6M | -31.2% | +1.5% | -32.7% | -31.1% |
| YTD | -2.8% | +11.4% | -14.1% | -10.5% |
| 1Y | +29.7% | +11.9% | +17.7% | +19.0% |
| All | +135.4% | +74.5% | +60.9% | +58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling