+294.1%
TRV vs ACWI
+228.5%
+65.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | +0.5% | +1.1% | -0.6% | -0.3% |
| 30D | -4.9% | -0.2% | -4.7% | -4.7% |
| 3M | +23.7% | +4.7% | +19.1% | +19.0% |
| 6M | +20.3% | +14.5% | +5.8% | +7.4% |
| YTD | +27.1% | +14.6% | +12.4% | +13.1% |
| 1Y | +35.3% | +21.4% | +13.9% | +14.7% |
| 3Y | +139.8% | +77.6% | +62.2% | +46.5% |
| 5Y | +153.9% | +68.1% | +85.8% | +60.8% |
| All | +294.1% | +228.5% | +65.6% | +40.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling