-50.8%
TRC price history and return analytics
+357.8%
-408.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.5% |
| 7D | +3.0% | +2.9% | +0.1% | +0.5% |
| 30D | +4.8% | -2.5% | +7.3% | +6.9% |
| 3M | +5.9% | -3.3% | +9.2% | +8.7% |
| 6M | -11.5% | +1.5% | -13.0% | -13.4% |
| YTD | +9.6% | +11.4% | -1.7% | -1.7% |
| 1Y | +6.3% | +11.9% | -5.6% | -5.2% |
| 3Y | +9.5% | +73.9% | -64.4% | -35.3% |
| 5Y | -18.7% | +57.9% | -76.6% | -48.0% |
| 10Y | -30.1% | +222.6% | -252.7% | -77.5% |
| All | -50.8% | +357.8% | -408.6% | -89.3% |
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