+110.9%
TRX vs VT
+53.4%
+57.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.0% |
| 7D | +3.2% | -2.3% | +5.5% | +5.6% |
| 30D | -14.2% | -5.0% | -9.2% | -9.6% |
| 3M | -1.0% | -4.9% | +3.9% | +4.6% |
| 6M | -21.8% | -1.5% | -20.2% | -19.3% |
| YTD | +5.4% | +8.5% | -3.0% | +2.3% |
| 1Y | +70.2% | +11.4% | +58.8% | +63.0% |
| 3Y | +148.7% | +70.1% | +78.6% | +87.5% |
| All | +110.9% | +53.4% | +57.5% | +54.5% |
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