-38.8%
TROO price history and return analytics
+226.9%
-265.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -0.9% |
| 7D | -2.3% | -2.0% | -0.3% | -1.1% |
| 30D | +7.7% | -1.4% | +9.1% | +8.5% |
| 3M | -2.3% | +4.7% | -7.0% | -4.8% |
| 6M | -21.0% | +11.4% | -32.3% | -24.4% |
| YTD | -34.1% | +13.1% | -47.1% | -37.2% |
| 1Y | +71.5% | +19.0% | +52.5% | +59.2% |
| 3Y | -40.9% | +73.9% | -114.8% | -55.3% |
| 5Y | -65.9% | +65.4% | -131.2% | -73.6% |
| All | -38.8% | +226.9% | -265.7% | -55.3% |
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