+13.5%
VT vs TRI
-27.1%
+40.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.9% | +9.9% | -0.1% |
| 7D | -1.6% | -5.4% | +3.7% | -1.7% |
| 30D | -2.5% | +12.9% | -15.4% | -2.3% |
| 3M | -1.3% | +9.1% | -10.4% | -1.1% |
| 6M | +3.1% | +20.2% | -17.1% | +3.8% |
| YTD | +10.9% | -13.3% | +24.3% | +15.0% |
| All | +13.5% | -27.1% | +40.6% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling