-83.5%
TREE price history and return analytics
+65.7%
-149.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -3.3% |
| 7D | -4.5% | -0.1% | -4.4% | -4.2% |
| 30D | -17.7% | -0.7% | -17.0% | -16.6% |
| 3M | -27.0% | +4.0% | -31.0% | -33.3% |
| 6M | -37.7% | +12.3% | -50.0% | -52.2% |
| YTD | -50.0% | +14.0% | -64.0% | -62.8% |
| 1Y | -63.4% | +20.3% | -83.7% | -75.8% |
| 3Y | +59.5% | +75.4% | -15.9% | -55.0% |
| 5Y | -83.5% | +66.0% | -149.4% | -94.5% |
| All | -83.5% | +65.7% | -149.2% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling