-79.1%
TRX vs VT
+346.0%
-425.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.0% |
| 7D | +3.2% | -2.3% | +5.5% | +4.8% |
| 30D | -14.2% | -5.0% | -9.2% | -11.0% |
| 3M | -1.0% | -4.9% | +3.9% | +2.9% |
| 6M | -21.8% | -1.5% | -20.2% | -20.0% |
| YTD | +5.4% | +8.5% | -3.0% | +2.8% |
| 1Y | +70.2% | +11.4% | +58.8% | +63.9% |
| 3Y | +148.7% | +70.1% | +78.6% | +85.8% |
| 5Y | +106.4% | +53.7% | +52.7% | +61.7% |
| 10Y | +42.6% | +220.0% | -177.3% | -31.6% |
| All | -79.1% | +346.0% | -425.2% | -94.0% |
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