+73.0%
VT vs TRU
+57.9%
+15.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -0.1% | +4.6% | -4.7% | -1.0% |
| 30D | -3.1% | +25.4% | -28.5% | -7.4% |
| 3M | -3.5% | +4.0% | -7.4% | -4.6% |
| 6M | +0.5% | +14.5% | -14.0% | -3.2% |
| YTD | +10.8% | -3.7% | +14.5% | +10.2% |
| 1Y | +11.9% | +2.8% | +9.1% | +9.4% |
| 3Y | +73.0% | +58.5% | +14.5% | +49.8% |
| All | +73.0% | +57.9% | +15.1% | +49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling