+80.9%
TTRX vs VT
+17.4%
+63.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +29.2% | -0.5% | +29.7% | +29.9% |
| 7D | +28.9% | +1.0% | +27.9% | +26.9% |
| 30D | +21.6% | -0.2% | +21.8% | +21.7% |
| 3M | +137.5% | +4.5% | +133.0% | +121.9% |
| 6M | +261.7% | +14.1% | +247.7% | +207.7% |
| YTD | +221.3% | +14.8% | +206.6% | +162.8% |
| All | +80.9% | +17.4% | +63.5% | +35.5% |
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