+411.2%
TRI price history and return analytics
+371.8%
+39.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.1% |
| 7D | -7.1% | +1.0% | -8.1% | -7.7% |
| 30D | -2.3% | -0.2% | -2.1% | -2.1% |
| 3M | +19.6% | +4.5% | +15.0% | +15.2% |
| 6M | -8.7% | +14.1% | -22.8% | -18.2% |
| YTD | -22.3% | +14.8% | -37.0% | -30.7% |
| 1Y | -40.7% | +21.2% | -61.9% | -49.3% |
| 3Y | -17.8% | +76.6% | -94.3% | -47.6% |
| 5Y | -8.5% | +66.6% | -75.1% | -39.8% |
| 10Y | +192.6% | +222.3% | -29.7% | +12.0% |
| All | +411.2% | +371.8% | +39.4% | +44.6% |
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 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