-39.3%
VG vs TRI
-32.5%
-6.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.0% | +0.1% |
| 7D | +1.7% | -0.5% | +2.2% | +1.7% |
| 30D | +16.0% | +7.9% | +8.1% | +15.0% |
| 3M | +9.7% | +24.1% | -14.3% | +5.9% |
| 6M | +29.6% | +3.8% | +25.7% | +27.9% |
| YTD | +112.0% | -16.9% | +128.9% | +111.5% |
| 1Y | +12.8% | -38.4% | +51.2% | +16.6% |
| All | -39.3% | -32.5% | -6.8% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling