-1.5%
VT vs TRI
+21.4%
-23.0%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.7% | +4.9% | +0.1% |
| 7D | -2.3% | -4.8% | +2.5% | -2.5% |
| 30D | -5.0% | +13.4% | -18.3% | -4.5% |
| 3M | -4.9% | +13.1% | -18.0% | -4.3% |
| 6M | -1.5% | +24.4% | -26.0% | +0.6% |
| All | -1.5% | +21.4% | -23.0% | +0.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling