+302.0%
TRV vs AZO
+296.8%
+5.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.2% | +2.1% |
| 7D | +1.9% | -3.6% | +5.5% | +3.1% |
| 30D | +1.7% | -5.6% | +7.3% | +3.5% |
| 3M | +23.9% | -6.6% | +30.5% | +26.3% |
| 6M | +26.3% | -22.5% | +48.8% | +36.2% |
| YTD | +30.8% | -15.2% | +46.0% | +36.4% |
| 1Y | +36.3% | -33.9% | +70.3% | +54.1% |
| 3Y | +145.0% | +11.8% | +133.2% | +130.0% |
| 5Y | +163.9% | +85.5% | +78.3% | +102.7% |
| All | +302.0% | +296.8% | +5.2% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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