+293.8%
TRV vs ASX
+974.7%
-680.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +0.9% |
| 7D | -1.5% | +6.5% | -8.0% | -2.2% |
| 30D | -1.8% | +3.1% | -4.9% | -2.3% |
| 3M | +21.6% | +17.4% | +4.2% | +18.0% |
| 6M | +22.5% | +85.4% | -63.0% | +10.6% |
| YTD | +28.1% | +150.1% | -121.9% | +10.4% |
| 1Y | +37.0% | +256.3% | -219.3% | +11.2% |
| 3Y | +141.9% | +446.9% | -305.0% | +76.6% |
| 5Y | +158.5% | +447.1% | -288.6% | +84.4% |
| All | +293.8% | +974.7% | -680.8% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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