+349.1%
VT vs TRI
+462.6%
-113.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.7% | +4.9% | +2.3% |
| 7D | -2.3% | -4.8% | +2.5% | -0.7% |
| 30D | -5.0% | +13.4% | -18.3% | -11.1% |
| 3M | -4.9% | +13.1% | -18.0% | -12.0% |
| 6M | -1.5% | +24.4% | -26.0% | -16.0% |
| YTD | +8.5% | -11.4% | +19.9% | +7.1% |
| 1Y | +11.4% | -15.6% | +27.0% | +12.8% |
| 3Y | +70.1% | -6.5% | +76.5% | +56.0% |
| 5Y | +53.7% | +5.3% | +48.5% | +29.6% |
| 10Y | +220.0% | +239.9% | -20.0% | +27.2% |
| All | +349.1% | +462.6% | -113.5% | +12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling