+302.0%
TRV vs A
+256.4%
+45.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.7% | -0.6% | +1.4% |
| 7D | +1.9% | -2.6% | +4.5% | +2.6% |
| 30D | +1.7% | -0.9% | +2.6% | +1.8% |
| 3M | +23.9% | +13.6% | +10.2% | +19.3% |
| 6M | +26.3% | +27.8% | -1.6% | +16.8% |
| YTD | +30.8% | +8.6% | +22.2% | +26.4% |
| 1Y | +36.3% | +16.9% | +19.5% | +28.4% |
| 3Y | +145.0% | +32.9% | +112.1% | +113.6% |
| 5Y | +163.9% | -14.1% | +178.0% | +165.0% |
| All | +302.0% | +256.4% | +45.6% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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