-72.1%
TRUP price history and return analytics
+63.7%
-135.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +2.3% |
| 7D | -13.2% | -2.0% | -11.2% | -10.0% |
| 30D | -18.1% | -1.4% | -16.6% | -15.9% |
| 3M | +6.9% | +4.7% | +2.2% | -3.1% |
| 6M | -0.7% | +11.4% | -12.0% | -21.7% |
| YTD | -33.1% | +13.1% | -46.2% | -49.4% |
| 1Y | -42.1% | +19.0% | -61.1% | -60.8% |
| 3Y | -13.0% | +73.9% | -86.9% | -74.1% |
| 5Y | -72.1% | +65.4% | -137.5% | -88.9% |
| All | -72.1% | +63.7% | -135.7% | -88.9% |
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