+108.2%
TRT price history and return analytics
+356.5%
-248.4%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.1% |
| 7D | +14.0% | +2.4% | +11.7% | +12.8% |
| 30D | +4.7% | -1.5% | +6.2% | +5.9% |
| 3M | -54.1% | -4.1% | -50.0% | -52.9% |
| 6M | -50.1% | +0.6% | -50.6% | -49.6% |
| YTD | -19.0% | +11.0% | -30.1% | -21.5% |
| 1Y | +64.2% | +13.3% | +50.8% | +57.6% |
| 3Y | +82.9% | +73.4% | +9.5% | +44.5% |
| 5Y | +116.6% | +57.4% | +59.1% | +79.3% |
| 10Y | +248.1% | +221.7% | +26.3% | +119.5% |
| All | +108.2% | +356.5% | -248.4% | +5.0% |
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