+62.5%
VUG vs TRI
+0.5%
+62.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.9% |
| 7D | +2.5% | -2.9% | +5.4% | +3.1% |
| 30D | -6.3% | +3.7% | -10.0% | -7.8% |
| 3M | -6.0% | +3.7% | -9.8% | -8.0% |
| 6M | -3.5% | +35.1% | -38.7% | -14.3% |
| YTD | +3.9% | -14.0% | +17.9% | +10.6% |
| 1Y | +5.1% | -19.0% | +24.1% | +15.3% |
| 3Y | +77.9% | -12.0% | +89.9% | +67.3% |
| All | +62.5% | +0.5% | +62.0% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling