+169.3%
TRAK price history and return analytics
+368.8%
-199.5%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | -0.4% | -0.1% | -0.2% | -0.3% |
| 30D | -6.8% | -0.7% | -6.1% | -6.5% |
| 3M | -20.9% | +4.0% | -24.9% | -22.4% |
| 6M | -8.8% | +12.3% | -21.1% | -13.7% |
| YTD | -36.1% | +14.0% | -50.1% | -39.9% |
| 1Y | -53.3% | +20.3% | -73.6% | -57.2% |
| 3Y | -5.5% | +75.4% | -81.0% | -25.8% |
| 5Y | +51.0% | +66.0% | -15.0% | +20.9% |
| 10Y | -23.4% | +228.2% | -251.5% | -49.5% |
| All | +169.3% | +368.8% | -199.5% | +169.8% |
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