+42.1%
TRV vs ACWI
+12.9%
+29.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | +0.2% |
| 7D | -0.9% | +0.3% | -1.2% | -0.8% |
| 30D | +7.2% | -2.8% | +10.0% | +6.8% |
| 3M | +3.2% | -3.2% | +6.3% | +2.7% |
| 6M | +33.6% | +1.3% | +32.3% | +33.6% |
| YTD | +37.8% | +11.2% | +26.6% | +36.1% |
| All | +42.1% | +12.9% | +29.2% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling