-71.6%
TRDA price history and return analytics
+65.2%
-136.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +4.8% |
| 7D | -4.6% | -1.1% | -3.5% | -3.2% |
| 30D | -11.3% | -1.0% | -10.4% | -10.1% |
| 3M | +7.8% | +3.2% | +4.6% | +3.6% |
| 6M | -49.6% | +12.5% | -62.1% | -55.2% |
| YTD | -33.9% | +14.1% | -47.9% | -42.1% |
| 1Y | +27.6% | +18.9% | +8.7% | +6.4% |
| 3Y | -53.7% | +74.1% | -127.8% | -73.3% |
| All | -71.6% | +65.2% | -136.8% | -79.9% |
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