+93.5%
TRX vs VT
+58.5%
+34.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.6% | -2.7% |
| 7D | -5.3% | +2.9% | -8.2% | -7.8% |
| 30D | -15.2% | -2.5% | -12.7% | -12.9% |
| 3M | -19.1% | -3.3% | -15.8% | -15.9% |
| 6M | -31.5% | +1.5% | -33.1% | -31.3% |
| YTD | -3.3% | +11.4% | -14.6% | -8.4% |
| 1Y | +29.0% | +11.9% | +17.1% | +22.0% |
| 3Y | +140.5% | +73.9% | +66.7% | +77.5% |
| 5Y | +93.5% | +57.9% | +35.6% | +38.1% |
| All | +93.5% | +58.5% | +34.9% | +38.1% |
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 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