+66.6%
VT vs TRU
-33.8%
+100.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.9% | +1.4% |
| 7D | +0.4% | -6.8% | +7.2% | +2.1% |
| 30D | +1.0% | 0.0% | +0.9% | +0.8% |
| 3M | +2.4% | +13.3% | -10.9% | -1.4% |
| 6M | +12.0% | +3.4% | +8.6% | +9.9% |
| YTD | +15.3% | -6.4% | +21.7% | +15.5% |
| 1Y | +22.6% | -9.7% | +32.3% | +23.2% |
| 3Y | +74.7% | +0.1% | +74.5% | +66.2% |
| All | +66.6% | -33.8% | +100.4% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling