-51.4%
VG vs TRI
-28.1%
-23.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.7% | +4.8% | +0.3% |
| 7D | -22.0% | -4.8% | -17.2% | -21.9% |
| 30D | -11.6% | +13.4% | -25.0% | -12.8% |
| 3M | -14.9% | +13.1% | -28.0% | -16.2% |
| 6M | -3.5% | +24.4% | -28.0% | -7.1% |
| YTD | +70.0% | -11.4% | +81.4% | +68.1% |
| 1Y | +50.0% | -15.6% | +65.6% | +49.3% |
| All | -51.4% | -28.1% | -23.3% | -54.1% |
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