+12.8%
VG vs TRU
-7.3%
+20.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.9% | +5.5% | -1.5% |
| 7D | +1.7% | -6.8% | +8.5% | +0.4% |
| 30D | +16.0% | 0.0% | +16.0% | +16.3% |
| 3M | +9.7% | +13.3% | -3.6% | +12.3% |
| 6M | +29.6% | +3.4% | +26.1% | +35.1% |
| YTD | +112.0% | -6.4% | +118.4% | +124.3% |
| 1Y | +12.8% | -9.7% | +22.5% | +20.1% |
| All | +12.8% | -7.3% | +20.1% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling