+567.4%
V vs TRU
+247.6%
+319.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | +0.6% | +4.6% | -4.0% | -1.0% |
| 30D | +9.7% | +25.4% | -15.7% | +0.7% |
| 3M | +17.3% | +4.0% | +13.3% | +14.7% |
| 6M | +33.2% | +14.5% | +18.7% | +25.0% |
| YTD | +21.3% | -3.7% | +25.1% | +19.8% |
| 1Y | +27.3% | +2.8% | +24.6% | +22.5% |
| 3Y | +76.1% | +58.5% | +17.6% | +32.9% |
| 5Y | +103.5% | -25.0% | +128.5% | +105.9% |
| 10Y | +454.5% | +186.0% | +268.5% | +225.2% |
| All | +567.4% | +247.6% | +319.9% | +275.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling