-100.0%
TRUG price history and return analytics
+74.2%
-174.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.6% | -9.3% | -9.3% |
| 7D | -5.5% | -0.1% | -5.3% | -5.4% |
| 30D | -54.3% | -0.7% | -53.6% | -53.8% |
| 3M | -76.4% | +4.0% | -80.4% | -77.4% |
| 6M | -94.6% | +12.3% | -106.9% | -95.4% |
| YTD | -94.5% | +14.0% | -108.5% | -95.4% |
| 1Y | -98.7% | +20.3% | -119.0% | -99.0% |
| All | -100.0% | +74.2% | -174.2% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling