+374.9%
V vs TRU
+144.8%
+230.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -3.0% | -9.4% | +6.3% | +0.4% |
| 30D | +1.2% | -4.1% | +5.3% | +2.6% |
| 3M | +13.9% | +13.6% | +0.3% | +8.0% |
| 6M | +17.2% | +3.6% | +13.7% | +14.3% |
| YTD | +5.3% | -9.8% | +15.2% | +7.2% |
| 1Y | +9.5% | -13.6% | +23.1% | +12.5% |
| 3Y | +51.9% | -2.0% | +53.9% | +38.6% |
| 5Y | +69.6% | -35.8% | +105.4% | +87.3% |
| All | +374.9% | +144.8% | +230.2% | +200.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling