+145.7%
TRU price history and return analytics
+229.8%
-84.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.1% |
| 7D | -2.7% | -1.1% | -1.6% | -1.4% |
| 30D | -2.0% | -1.0% | -1.1% | -0.8% |
| 3M | +18.4% | +3.2% | +15.3% | +13.3% |
| 6M | +8.9% | +12.5% | -3.6% | -7.3% |
| YTD | -8.9% | +14.1% | -23.0% | -23.9% |
| 1Y | -15.9% | +18.9% | -34.8% | -33.5% |
| 3Y | -1.1% | +74.1% | -75.2% | -49.8% |
| 5Y | -35.2% | +66.9% | -102.1% | -65.0% |
| All | +145.7% | +229.8% | -84.1% | -39.5% |
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