+75.7%
V vs TRI
-10.2%
+85.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -0.4% | -7.5% | +7.1% | +1.1% |
| 30D | +6.3% | +3.9% | +2.4% | +5.3% |
| 3M | +17.2% | +7.2% | +10.0% | +15.0% |
| 6M | +29.2% | +27.0% | +2.3% | +21.6% |
| YTD | +20.8% | -14.0% | +34.8% | +24.3% |
| 1Y | +25.0% | -17.7% | +42.7% | +30.0% |
| All | +75.7% | -10.2% | +85.9% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling