-31.4%
TROX price history and return analytics
+229.8%
-261.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -5.5% |
| 7D | -8.1% | -1.1% | -7.0% | -6.1% |
| 30D | -28.4% | -1.0% | -27.4% | -27.0% |
| 3M | -42.5% | +3.2% | -45.6% | -46.1% |
| 6M | -33.7% | +12.5% | -46.2% | -47.7% |
| YTD | +8.2% | +14.1% | -5.8% | -15.7% |
| 1Y | -8.4% | +18.9% | -27.3% | -33.5% |
| 3Y | -62.6% | +74.1% | -136.7% | -86.2% |
| 5Y | -73.7% | +66.9% | -140.6% | -89.1% |
| All | -31.4% | +229.8% | -261.1% | -92.5% |
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 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