+558.6%
QQQ vs TRV
+306.9%
+251.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.2% |
| 7D | -0.6% | +1.9% | -2.5% | -1.2% |
| 30D | -1.2% | +1.7% | -2.9% | -1.8% |
| 3M | -0.2% | +23.9% | -24.1% | -7.3% |
| 6M | +17.9% | +26.3% | -8.4% | +8.6% |
| YTD | +16.6% | +30.8% | -14.2% | +6.0% |
| 1Y | +23.0% | +36.3% | -13.3% | +9.9% |
| 3Y | +92.9% | +145.0% | -52.1% | +36.8% |
| 5Y | +95.6% | +163.9% | -68.3% | +32.6% |
| All | +558.6% | +306.9% | +251.6% | +283.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling