+2.8%
TRUD price history and return analytics
+22.0%
-19.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.4% |
| 7D | -3.5% | -2.0% | -1.6% | -1.4% |
| 30D | -5.9% | -1.4% | -4.5% | -4.4% |
| 3M | +0.2% | +4.7% | -4.6% | -4.9% |
| 6M | +1.5% | +11.4% | -9.8% | -10.5% |
| YTD | -3.7% | +13.1% | -16.7% | -17.0% |
| 1Y | -0.6% | +19.0% | -19.6% | -20.5% |
| All | +2.8% | +22.0% | -19.1% | -20.8% |
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