+295.4%
TRV vs ACWI
+226.5%
+68.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.8% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | -2.3% | -0.6% | -1.7% | -1.9% |
| 3M | +22.7% | +4.3% | +18.4% | +18.4% |
| 6M | +21.9% | +12.7% | +9.3% | +10.2% |
| YTD | +27.5% | +13.9% | +13.5% | +13.9% |
| 1Y | +36.2% | +20.5% | +15.7% | +16.1% |
| 3Y | +140.6% | +76.5% | +64.1% | +47.7% |
| 5Y | +154.5% | +67.5% | +87.0% | +61.5% |
| 10Y | +295.4% | +231.8% | +63.6% | +41.6% |
| All | +295.4% | +226.5% | +68.9% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling