+414.3%
VUG vs TRI
+196.2%
+218.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.3% |
| 7D | -0.5% | -7.9% | +7.4% | +2.5% |
| 30D | -1.0% | -4.5% | +3.5% | +0.2% |
| 3M | +3.5% | +22.1% | -18.6% | -6.9% |
| 6M | +14.2% | -2.8% | +17.0% | +11.8% |
| YTD | +8.5% | -23.4% | +31.9% | +18.3% |
| 1Y | +12.9% | -41.5% | +54.4% | +42.2% |
| 3Y | +85.6% | -19.2% | +104.8% | +85.3% |
| 5Y | +78.1% | -9.4% | +87.5% | +63.0% |
| All | +414.3% | +196.2% | +218.1% | +176.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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