-75.7%
TRX vs VT
+368.9%
-444.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.2% |
| 7D | -1.7% | -1.1% | -0.6% | -1.0% |
| 30D | +2.7% | -1.0% | +3.7% | +3.5% |
| 3M | +22.8% | +3.2% | +19.7% | +20.9% |
| 6M | -38.3% | +12.5% | -50.7% | -41.9% |
| YTD | +22.8% | +14.1% | +8.8% | +15.5% |
| 1Y | +145.7% | +18.9% | +126.7% | +126.2% |
| 3Y | +197.4% | +74.1% | +123.3% | +117.0% |
| 5Y | +151.1% | +66.9% | +84.3% | +86.1% |
| 10Y | +18.9% | +228.3% | -209.4% | -44.1% |
| All | -75.7% | +368.9% | -444.6% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling