+242.4%
TRT price history and return analytics
+74.2%
+168.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | +1.2% | -0.1% | +1.4% | +1.3% |
| 30D | +0.3% | -0.7% | +1.0% | +0.8% |
| 3M | +6.2% | +4.0% | +2.2% | +4.1% |
| 6M | +84.9% | +12.3% | +72.6% | +75.8% |
| YTD | +60.6% | +14.0% | +46.5% | +52.0% |
| 1Y | +298.9% | +20.3% | +278.6% | +270.9% |
| All | +242.4% | +74.2% | +168.2% | +188.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling