-35.8%
TRU price history and return analytics
+63.7%
-99.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +1.1% |
| 7D | -9.4% | -2.0% | -7.4% | -6.7% |
| 30D | -4.1% | -1.4% | -2.7% | -2.2% |
| 3M | +13.6% | +4.7% | +8.9% | +5.3% |
| 6M | +3.6% | +11.4% | -7.8% | -12.7% |
| YTD | -9.8% | +13.1% | -22.9% | -25.9% |
| 1Y | -13.6% | +19.0% | -32.7% | -34.6% |
| 3Y | -2.0% | +73.9% | -75.9% | -56.1% |
| 5Y | -35.8% | +65.4% | -101.2% | -69.4% |
| All | -35.8% | +63.7% | -99.5% | -69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling