+310.2%
VTI vs TRU
+225.6%
+84.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | -9.4% | +7.4% | +1.1% |
| 30D | -1.9% | -4.1% | +2.2% | -0.8% |
| 3M | +4.5% | +13.6% | -9.0% | -0.8% |
| 6M | +12.6% | +3.6% | +9.0% | +9.6% |
| YTD | +12.0% | -9.8% | +21.8% | +13.3% |
| 1Y | +17.3% | -13.6% | +31.0% | +19.6% |
| 3Y | +75.3% | -2.0% | +77.3% | +62.2% |
| 5Y | +74.0% | -35.8% | +109.8% | +85.7% |
| 10Y | +300.0% | +142.9% | +157.1% | +170.5% |
| All | +310.2% | +225.6% | +84.6% | +160.3% |
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