+63.5%
TRLV vs VT
+74.2%
-10.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.8% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +29.6% | -0.7% | +30.3% | +30.3% |
| 3M | +1.9% | +4.0% | -2.1% | -1.5% |
| 6M | +83.9% | +12.3% | +71.6% | +66.6% |
| YTD | +35.4% | +14.0% | +21.4% | +21.4% |
| 1Y | +50.3% | +20.3% | +30.0% | +29.3% |
| All | +63.5% | +74.2% | -10.7% | -14.0% |
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