+33.1%
TRS price history and return analytics
+63.7%
-30.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.7% |
| 7D | -1.6% | -2.0% | +0.4% | +0.2% |
| 30D | -3.9% | -1.4% | -2.4% | -2.7% |
| 3M | -5.4% | +4.7% | -10.1% | -9.5% |
| 6M | +0.5% | +11.4% | -10.9% | -9.1% |
| YTD | +8.1% | +13.1% | -4.9% | -3.6% |
| 1Y | -0.1% | +19.0% | -19.1% | -15.0% |
| 3Y | +60.0% | +73.9% | -14.0% | -3.5% |
| 5Y | +33.1% | +65.4% | -32.3% | -15.8% |
| All | +33.1% | +63.7% | -30.6% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling