+1,115.2%
DIA vs TRV
+1,698.6%
-583.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.7% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | -2.1% | -4.9% | +2.8% | -0.2% |
| 3M | +4.2% | +23.7% | -19.6% | -4.7% |
| 6M | +11.9% | +20.3% | -8.4% | +3.3% |
| YTD | +10.8% | +27.1% | -16.2% | 0.0% |
| 1Y | +17.5% | +35.3% | -17.8% | +3.3% |
| 3Y | +59.9% | +139.8% | -79.9% | +10.0% |
| 5Y | +64.1% | +153.9% | -89.7% | +9.0% |
| 10Y | +246.2% | +285.9% | -39.6% | +89.9% |
| All | +1,115.2% | +1,698.6% | -583.4% | +241.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling