+269.9%
TRP price history and return analytics
+360.7%
-90.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.5% |
| 7D | +2.7% | -0.7% | +3.4% | +3.1% |
| 30D | +6.2% | -1.7% | +7.9% | +7.3% |
| 3M | +2.1% | -2.3% | +4.4% | +3.4% |
| 6M | +0.1% | +1.5% | -1.4% | -1.8% |
| YTD | +20.4% | +12.0% | +8.4% | +9.6% |
| 1Y | +23.7% | +12.9% | +10.8% | +11.9% |
| 3Y | +104.2% | +74.9% | +29.3% | +32.6% |
| 5Y | +65.9% | +59.9% | +5.9% | +14.0% |
| 10Y | +136.9% | +224.6% | -87.7% | -0.6% |
| All | +269.9% | +360.7% | -90.7% | +8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling