+221.8%
VT vs TRI
+225.2%
-3.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.4% | -2.9% | +5.3% | +3.1% |
| 30D | -1.5% | +3.7% | -5.2% | -3.1% |
| 3M | -4.1% | +3.7% | -7.8% | -6.3% |
| 6M | +0.6% | +35.1% | -34.6% | -11.6% |
| YTD | +11.0% | -14.0% | +25.0% | +14.5% |
| 1Y | +13.3% | -19.0% | +32.3% | +20.0% |
| 3Y | +73.4% | -12.0% | +85.4% | +69.3% |
| 5Y | +57.4% | +0.6% | +56.8% | +40.8% |
| All | +221.8% | +225.2% | -3.4% | +71.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling