+145.9%
VEA vs TRU
+226.0%
-80.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | +0.3% | -6.5% | +6.8% | +2.1% |
| 30D | +0.4% | -2.5% | +2.9% | +0.9% |
| 3M | +4.8% | +10.4% | -5.5% | +1.1% |
| 6M | +11.3% | +1.6% | +9.6% | +9.3% |
| YTD | +17.4% | -9.7% | +27.1% | +18.4% |
| 1Y | +26.2% | -17.3% | +43.5% | +29.8% |
| 3Y | +77.7% | -1.8% | +79.6% | +65.5% |
| 5Y | +60.9% | -36.2% | +97.1% | +69.3% |
| 10Y | +163.6% | +143.2% | +20.4% | +78.5% |
| All | +145.9% | +226.0% | -80.1% | +56.6% |
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