+17.3%
TRTX price history and return analytics
+180.3%
-163.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.5% |
| 7D | +0.5% | +1.0% | -0.5% | -0.7% |
| 30D | -4.1% | -0.2% | -3.9% | -3.8% |
| 3M | -4.6% | +4.5% | -9.2% | -10.2% |
| 6M | -2.2% | +14.1% | -16.2% | -17.7% |
| YTD | -4.9% | +14.8% | -19.7% | -20.7% |
| 1Y | -11.1% | +21.2% | -32.3% | -31.0% |
| 3Y | +47.0% | +76.6% | -29.5% | -30.2% |
| 5Y | +13.0% | +66.6% | -53.6% | -41.9% |
| All | +17.3% | +180.3% | -163.0% | -66.1% |
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