+302.0%
TRV vs BIL
+25.3%
+276.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.0% | +2.0% |
| 7D | +1.9% | +0.1% | +1.9% | +1.9% |
| 30D | +1.7% | +0.3% | +1.4% | +1.4% |
| 3M | +23.9% | +0.9% | +23.0% | +22.8% |
| 6M | +26.3% | +1.8% | +24.4% | +24.7% |
| YTD | +30.8% | +2.5% | +28.3% | +28.7% |
| 1Y | +36.3% | +3.7% | +32.6% | +32.9% |
| 3Y | +145.0% | +14.1% | +130.9% | +120.6% |
| 5Y | +163.9% | +19.5% | +144.4% | +127.5% |
| All | +302.0% | +25.3% | +276.7% | +198.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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