-48.2%
TROO price history and return analytics
+74.4%
-122.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.4% | -4.5% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | +13.2% | -3.1% | +16.3% | +15.4% |
| 3M | -1.5% | -3.5% | +2.0% | +0.8% |
| 6M | -52.4% | +0.5% | -52.9% | -52.0% |
| YTD | -38.4% | +10.8% | -49.2% | -40.2% |
| 1Y | +58.9% | +11.9% | +47.0% | +53.9% |
| 3Y | -48.2% | +73.0% | -121.1% | -52.3% |
| All | -48.2% | +74.4% | -122.6% | -52.3% |
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 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