+77.9%
VUG vs TRI
-10.1%
+88.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.9% |
| 7D | +2.5% | -2.9% | +5.4% | +2.7% |
| 30D | -6.3% | +3.7% | -10.0% | -7.0% |
| 3M | -6.0% | +3.7% | -9.8% | -6.9% |
| 6M | -3.5% | +35.1% | -38.7% | -8.5% |
| YTD | +3.9% | -14.0% | +17.9% | +9.3% |
| 1Y | +5.1% | -19.0% | +24.1% | +12.5% |
| 3Y | +77.9% | -12.0% | +89.9% | +77.4% |
| All | +77.9% | -10.1% | +88.0% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling