-98.0%
TRIB price history and return analytics
+57.5%
-155.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | -0.5% | +10.6% | +10.5% |
| 7D | -10.4% | -0.1% | -10.2% | -10.3% |
| 30D | -14.3% | -3.1% | -11.2% | -12.2% |
| 3M | -55.5% | -3.5% | -52.0% | -54.2% |
| 6M | -67.9% | +0.5% | -68.3% | -67.6% |
| YTD | -75.2% | +10.8% | -86.0% | -76.5% |
| 1Y | -79.1% | +11.9% | -91.0% | -80.3% |
| 3Y | -90.7% | +73.0% | -163.6% | -93.2% |
| 5Y | -98.0% | +58.6% | -156.6% | -98.5% |
| All | -98.0% | +57.5% | -155.6% | -98.5% |
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