+68.9%
TRTY price history and return analytics
+153.4%
-84.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +2.0% | +1.0% | +1.0% | +1.6% |
| 30D | +4.2% | -0.2% | +4.4% | +4.3% |
| 3M | +6.5% | +4.5% | +1.9% | +4.7% |
| 6M | +8.9% | +14.1% | -5.1% | +3.8% |
| YTD | +15.6% | +14.8% | +0.9% | +9.9% |
| 1Y | +21.8% | +21.2% | +0.6% | +13.6% |
| 3Y | +44.5% | +76.6% | -32.0% | +18.5% |
| 5Y | +43.9% | +66.6% | -22.7% | +19.4% |
| All | +68.9% | +153.4% | -84.5% | +28.4% |
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 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