+733.9%
TRS price history and return analytics
+368.8%
+365.1%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.5% |
| 7D | -2.4% | -0.1% | -2.3% | -2.3% |
| 30D | -4.4% | -0.7% | -3.7% | -3.7% |
| 3M | -5.6% | +4.0% | -9.6% | -10.3% |
| 6M | +4.3% | +12.3% | -8.0% | -9.8% |
| YTD | +8.2% | +14.0% | -5.8% | -8.2% |
| 1Y | +0.3% | +20.3% | -20.0% | -20.3% |
| 3Y | +60.1% | +75.4% | -15.4% | -20.8% |
| 5Y | +28.9% | +66.0% | -37.0% | -32.6% |
| 10Y | +113.4% | +228.2% | -114.7% | -55.7% |
| All | +733.9% | +368.8% | +365.1% | +22.8% |
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 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