+205.7%
VT vs TRU
+243.5%
-37.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.8% |
| 7D | -2.3% | +5.7% | -8.0% | -4.0% |
| 30D | -5.0% | +29.2% | -34.2% | -12.4% |
| 3M | -4.9% | +2.7% | -7.5% | -6.4% |
| 6M | -1.5% | +15.2% | -16.7% | -7.4% |
| YTD | +8.5% | -4.9% | +13.3% | +7.1% |
| 1Y | +11.4% | +3.4% | +8.0% | +6.8% |
| 3Y | +70.1% | +63.2% | +6.9% | +33.1% |
| 5Y | +53.7% | -26.6% | +80.3% | +54.6% |
| 10Y | +220.0% | +172.8% | +47.2% | +106.3% |
| All | +205.7% | +243.5% | -37.8% | +88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling