+12.8%
TRTX price history and return analytics
+178.6%
-165.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.9% |
| 7D | -6.0% | -1.1% | -4.9% | -4.7% |
| 30D | -6.7% | -1.0% | -5.7% | -5.5% |
| 3M | -11.0% | +3.2% | -14.2% | -14.7% |
| 6M | -3.6% | +12.5% | -16.0% | -17.4% |
| YTD | -8.6% | +14.1% | -22.7% | -23.2% |
| 1Y | -11.9% | +18.9% | -30.8% | -30.0% |
| 3Y | +37.7% | +74.1% | -36.4% | -33.4% |
| 5Y | +11.3% | +66.9% | -55.6% | -43.0% |
| All | +12.8% | +178.6% | -165.9% | -67.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling