+341.0%
TRT price history and return analytics
+65.7%
+275.4%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.1% |
| 7D | -3.9% | -1.1% | -2.8% | -2.9% |
| 30D | -11.4% | -1.0% | -10.4% | -10.5% |
| 3M | -1.7% | +3.2% | -4.8% | -3.5% |
| 6M | +67.8% | +12.5% | +55.3% | +55.4% |
| YTD | +52.6% | +14.1% | +38.5% | +39.7% |
| 1Y | +284.8% | +18.9% | +265.9% | +241.2% |
| 3Y | +225.3% | +74.1% | +151.2% | +103.5% |
| All | +341.0% | +65.7% | +275.4% | +289.4% |
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 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