-51.0%
TRC price history and return analytics
+356.5%
-407.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +0.9% | +2.4% | -1.4% | -1.1% |
| 30D | +6.1% | -1.5% | +7.6% | +7.2% |
| 3M | +4.8% | -4.1% | +8.9% | +8.4% |
| 6M | -10.8% | +0.6% | -11.4% | -12.0% |
| YTD | +9.1% | +11.0% | -2.0% | -2.0% |
| 1Y | +5.6% | +13.3% | -7.8% | -6.9% |
| 3Y | +7.8% | +73.4% | -65.6% | -36.1% |
| 5Y | -19.1% | +57.4% | -76.6% | -48.1% |
| 10Y | -30.4% | +221.7% | -252.1% | -77.5% |
| All | -51.0% | +356.5% | -407.6% | -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