+169.9%
TR price history and return analytics
+355.4%
-185.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +2.3% | -0.1% | +2.5% | +2.3% |
| 30D | +3.9% | -3.1% | +7.0% | +5.4% |
| 3M | -1.3% | -3.5% | +2.2% | +0.3% |
| 6M | -7.9% | +0.5% | -8.3% | -8.7% |
| YTD | +10.3% | +10.8% | -0.5% | +3.7% |
| 1Y | +6.2% | +11.9% | -5.7% | -0.8% |
| 3Y | +43.5% | +73.0% | -29.5% | +5.4% |
| 5Y | +47.3% | +58.6% | -11.3% | +12.1% |
| 10Y | +53.0% | +219.2% | -166.2% | -26.1% |
| All | +169.9% | +355.4% | -185.5% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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