-98.9%
TRUG price history and return analytics
+23.3%
-122.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | -18.0% | +0.4% | -18.5% | -18.0% |
| 30D | -56.5% | +1.0% | -57.4% | -56.4% |
| 3M | -77.7% | +2.4% | -80.1% | -77.6% |
| 6M | -95.1% | +12.0% | -107.1% | -94.9% |
| YTD | -94.8% | +15.3% | -110.1% | -94.8% |
| 1Y | -98.9% | +22.6% | -121.5% | -99.2% |
| All | -98.9% | +23.3% | -122.3% | -99.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling