+67.1%
V vs TRU
-35.2%
+102.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.8% | +1.1% | -1.0% |
| 7D | -1.1% | -7.2% | +6.1% | +0.8% |
| 30D | +1.9% | -2.8% | +4.7% | +2.5% |
| 3M | +15.5% | +13.0% | +2.5% | +11.5% |
| 6M | +16.6% | +0.7% | +15.9% | +15.5% |
| YTD | +5.7% | -9.0% | +14.7% | +6.9% |
| 1Y | +8.6% | -16.3% | +24.9% | +11.7% |
| 3Y | +52.5% | -1.1% | +53.6% | +46.5% |
| 5Y | +67.1% | -36.0% | +103.1% | +102.0% |
| All | +67.1% | -35.2% | +102.4% | +102.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling