+295.4%
TRV vs AVAV
+478.0%
-182.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.7% | +0.8% |
| 7D | +0.2% | -3.2% | +3.3% | +0.4% |
| 30D | -2.3% | -25.6% | +23.2% | -0.1% |
| 3M | +22.7% | -20.2% | +42.9% | +24.1% |
| 6M | +21.9% | -38.1% | +60.0% | +25.4% |
| YTD | +27.5% | -41.8% | +69.3% | +30.3% |
| 1Y | +36.2% | -39.0% | +75.3% | +37.7% |
| 3Y | +140.6% | +24.1% | +116.5% | +116.5% |
| 5Y | +154.5% | +53.0% | +101.5% | +115.9% |
| 10Y | +295.4% | +493.8% | -198.4% | +180.9% |
| All | +295.4% | +478.0% | -182.6% | +180.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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