+1,184.2%
TRV vs ACWI
+330.0%
+854.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -0.3% | -2.4% | +2.1% | +1.7% |
| 30D | +9.6% | -5.2% | +14.8% | +14.4% |
| 3M | +2.7% | -4.8% | +7.6% | +6.7% |
| 6M | +32.0% | -1.3% | +33.3% | +32.1% |
| YTD | +37.8% | +8.4% | +29.4% | +26.6% |
| 1Y | +45.2% | +11.0% | +34.2% | +30.6% |
| 3Y | +145.3% | +70.6% | +74.7% | +49.8% |
| 5Y | +172.3% | +55.3% | +117.0% | +76.5% |
| 10Y | +367.3% | +223.2% | +144.2% | +57.2% |
| All | +1,184.2% | +330.0% | +854.3% | +263.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling