-27.6%
TRC price history and return analytics
+226.9%
-254.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -1.0% |
| 7D | -0.3% | -2.0% | +1.7% | +1.3% |
| 30D | -2.6% | -1.4% | -1.2% | -1.5% |
| 3M | -17.1% | +4.7% | -21.8% | -20.3% |
| 6M | -9.7% | +11.4% | -21.1% | -17.8% |
| YTD | +2.2% | +13.1% | -10.8% | -8.1% |
| 1Y | -3.9% | +19.0% | -22.9% | -17.3% |
| 3Y | -2.9% | +73.9% | -76.8% | -39.6% |
| 5Y | -13.6% | +65.4% | -79.0% | -44.2% |
| All | -27.6% | +226.9% | -254.5% | -76.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling