-74.0%
TREE price history and return analytics
+229.8%
-303.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -1.7% |
| 7D | -5.4% | -1.1% | -4.3% | -3.7% |
| 30D | -15.2% | -1.0% | -14.2% | -13.9% |
| 3M | -27.2% | +3.2% | -30.4% | -31.3% |
| 6M | -33.8% | +12.5% | -46.3% | -46.2% |
| YTD | -49.5% | +14.1% | -63.5% | -59.8% |
| 1Y | -62.6% | +18.9% | -81.5% | -72.2% |
| 3Y | +68.3% | +74.1% | -5.8% | -30.4% |
| 5Y | -82.8% | +66.9% | -149.6% | -91.8% |
| All | -74.0% | +229.8% | -303.8% | -94.6% |
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