+109.8%
TRP price history and return analytics
+226.9%
-117.1%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -1.7% |
| 7D | -1.5% | -2.0% | +0.5% | +0.1% |
| 30D | -2.7% | -1.4% | -1.3% | -1.7% |
| 3M | -9.2% | +4.7% | -13.9% | -12.9% |
| 6M | -0.9% | +11.4% | -12.2% | -10.1% |
| YTD | +14.7% | +13.1% | +1.7% | +2.5% |
| 1Y | +21.5% | +19.0% | +2.4% | +3.7% |
| 3Y | +97.3% | +73.9% | +23.4% | +18.8% |
| 5Y | +64.5% | +65.4% | -0.9% | +2.4% |
| All | +109.8% | +226.9% | -117.1% | -36.4% |
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