+352.5%
TRV vs AMC
-98.7%
+451.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +1.4% |
| 7D | +1.4% | +5.5% | -4.1% | +1.3% |
| 30D | +8.7% | +16.1% | -7.4% | +8.5% |
| 3M | +7.1% | +43.0% | -35.9% | +6.6% |
| 6M | +35.5% | +130.7% | -95.2% | +34.0% |
| YTD | +39.7% | +121.8% | -82.1% | +38.1% |
| 1Y | +44.1% | +40.7% | +3.4% | +43.1% |
| 3Y | +148.1% | -56.8% | +204.9% | +147.8% |
| 5Y | +178.6% | -99.1% | +277.7% | +185.5% |
| 10Y | +352.5% | -98.7% | +451.2% | +294.9% |
| All | +352.5% | -98.7% | +451.2% | +294.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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