+128.5%
TTRX vs VT
+11.9%
+116.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.3% | -7.5% | -7.4% |
| 7D | -1.4% | +2.4% | -3.8% | -4.2% |
| 30D | -15.9% | -1.5% | -14.4% | -13.8% |
| 3M | -5.2% | -4.1% | -1.1% | +0.1% |
| 6M | +133.0% | +0.6% | +132.5% | +131.6% |
| YTD | +137.2% | +11.0% | +126.1% | +97.4% |
| 1Y | +128.5% | +13.3% | +115.1% | +69.1% |
| All | +128.5% | +11.9% | +116.6% | +69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling