-38.0%
VG vs TRU
-18.4%
-19.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.9% | +2.6% |
| 7D | -2.5% | -7.2% | +4.7% | -1.3% |
| 30D | +11.1% | -2.8% | +13.9% | +11.4% |
| 3M | +14.9% | +13.0% | +1.9% | +10.0% |
| 6M | +18.4% | +0.7% | +17.7% | +16.8% |
| YTD | +116.6% | -9.0% | +125.6% | +121.8% |
| 1Y | +9.4% | -16.3% | +25.7% | +16.6% |
| All | -38.0% | -18.4% | -19.6% | -38.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling