+60.0%
TRTY price history and return analytics
+139.5%
-79.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | 0.0% |
| 7D | -2.6% | -2.3% | -0.3% | -1.8% |
| 30D | -2.6% | -5.0% | +2.3% | -0.9% |
| 3M | -0.9% | -4.9% | +3.9% | +0.8% |
| 6M | -0.7% | -1.5% | +0.8% | -0.3% |
| YTD | +9.5% | +8.5% | +1.0% | +6.2% |
| 1Y | +13.2% | +11.4% | +1.8% | +8.7% |
| 3Y | +38.1% | +70.1% | -32.0% | +14.8% |
| 5Y | +30.3% | +53.7% | -23.4% | +11.1% |
| All | +60.0% | +139.5% | -79.5% | +24.0% |
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