+15.3%
TRLV vs VT
+149.6%
-134.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.5% | +0.4% | +2.0% | +2.0% |
| 30D | +43.5% | +1.0% | +42.5% | +42.1% |
| 3M | +21.2% | +2.4% | +18.8% | +17.8% |
| 6M | +89.2% | +12.0% | +77.2% | +70.3% |
| YTD | +39.4% | +15.3% | +24.0% | +22.1% |
| 1Y | +67.0% | +22.6% | +44.5% | +38.2% |
| 3Y | +109.4% | +74.7% | +34.8% | +21.7% |
| 5Y | -56.2% | +66.1% | -122.4% | -73.1% |
| All | +15.3% | +149.6% | -134.3% | -50.1% |
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