+52.6%
TRAK price history and return analytics
+65.7%
-13.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.7% |
| 7D | +1.0% | -1.1% | +2.1% | +1.9% |
| 30D | -4.6% | -1.0% | -3.7% | -3.9% |
| 3M | -17.4% | +3.2% | -20.6% | -19.8% |
| 6M | -1.8% | +12.5% | -14.3% | -11.9% |
| YTD | -35.0% | +14.1% | -49.1% | -42.5% |
| 1Y | -53.1% | +18.9% | -72.0% | -60.0% |
| 3Y | -4.3% | +74.1% | -78.4% | -39.6% |
| All | +52.6% | +65.7% | -13.0% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling