+293.8%
TRV vs ALL
+361.5%
-67.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +1.0% |
| 7D | -1.5% | -4.3% | +2.8% | +1.3% |
| 30D | -1.8% | -3.6% | +1.8% | +0.4% |
| 3M | +21.6% | +13.2% | +8.4% | +12.0% |
| 6M | +22.5% | +22.5% | 0.0% | +7.0% |
| YTD | +28.1% | +22.7% | +5.4% | +11.5% |
| 1Y | +37.0% | +28.3% | +8.7% | +15.6% |
| 3Y | +141.9% | +152.0% | -10.2% | +29.6% |
| 5Y | +158.5% | +115.4% | +43.1% | +47.2% |
| All | +293.8% | +361.5% | -67.7% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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