+57.9%
VT vs TRI
+0.9%
+57.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +2.9% | -7.5% | +10.4% | +4.0% |
| 30D | -2.5% | +3.9% | -6.4% | -3.5% |
| 3M | -3.3% | +7.2% | -10.5% | -5.1% |
| 6M | +1.5% | +27.0% | -25.4% | -4.6% |
| YTD | +11.4% | -14.0% | +25.4% | +17.3% |
| 1Y | +11.9% | -17.7% | +29.6% | +19.8% |
| 3Y | +73.9% | -10.7% | +84.5% | +67.9% |
| 5Y | +57.9% | +0.6% | +57.3% | +35.0% |
| All | +57.9% | +0.9% | +57.0% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling