-34.5%
TREX price history and return analytics
+74.2%
-108.8%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +1.5% |
| 7D | -1.5% | -1.1% | -0.4% | +0.3% |
| 30D | -9.2% | -1.0% | -8.3% | -7.7% |
| 3M | -3.0% | +3.2% | -6.2% | -7.6% |
| 6M | +17.8% | +12.5% | +5.3% | -1.6% |
| YTD | +28.1% | +14.1% | +14.1% | +4.6% |
| 1Y | -27.8% | +18.9% | -46.7% | -45.2% |
| 3Y | -34.5% | +74.1% | -108.6% | -75.6% |
| All | -34.5% | +74.2% | -108.8% | -75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling