+202.5%
TRUP price history and return analytics
+225.2%
-22.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | -6.2% | +2.4% | -8.5% | -9.1% |
| 30D | +29.0% | -1.5% | +30.5% | +30.7% |
| 3M | +11.2% | -4.1% | +15.3% | +16.5% |
| 6M | +52.6% | +0.6% | +52.1% | +48.3% |
| YTD | -7.7% | +11.0% | -18.8% | -22.4% |
| 1Y | -12.5% | +13.3% | -25.8% | -28.4% |
| 3Y | +51.9% | +73.4% | -21.5% | -28.0% |
| 5Y | -73.5% | +57.4% | -130.9% | -85.0% |
| 10Y | +100.7% | +221.7% | -121.0% | -39.5% |
| All | +202.5% | +225.2% | -22.8% | -10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling