+222.7%
VT vs TRU
+182.8%
+40.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +2.9% | -2.2% | +5.1% | +3.5% |
| 30D | -2.5% | +20.2% | -22.7% | -8.1% |
| 3M | -3.3% | +2.2% | -5.6% | -4.8% |
| 6M | +1.5% | +17.6% | -16.1% | -5.1% |
| YTD | +11.4% | -5.0% | +16.3% | +10.0% |
| 1Y | +11.9% | -1.0% | +12.9% | +8.9% |
| 3Y | +73.9% | +56.5% | +17.4% | +37.6% |
| 5Y | +57.9% | -26.2% | +84.1% | +59.4% |
| All | +222.7% | +182.8% | +40.0% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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