+293.8%
TRV vs BEN
+56.7%
+237.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.9% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -1.8% | +0.9% | -2.7% | -2.1% |
| 3M | +21.6% | +9.2% | +12.4% | +17.9% |
| 6M | +22.5% | +36.8% | -14.3% | +10.3% |
| YTD | +28.1% | +44.4% | -16.2% | +13.1% |
| 1Y | +37.0% | +45.8% | -8.8% | +20.3% |
| 3Y | +141.9% | +52.5% | +89.4% | +103.4% |
| 5Y | +158.5% | +37.7% | +120.8% | +117.0% |
| All | +293.8% | +56.7% | +237.2% | +190.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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