-44.6%
VG vs TRI
-30.2%
-14.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.9% |
| 7D | +14.0% | -2.9% | +16.9% | +14.1% |
| 30D | -1.0% | +3.7% | -4.7% | -1.7% |
| 3M | -2.7% | +3.7% | -6.4% | -3.5% |
| 6M | +1.5% | +35.1% | -33.6% | -3.8% |
| YTD | +93.7% | -14.0% | +107.7% | +91.8% |
| 1Y | +68.5% | -19.0% | +87.5% | +68.0% |
| All | -44.6% | -30.2% | -14.4% | -47.7% |
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