+139.8%
TRV vs BIL
+14.1%
+125.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | -4.9% | +0.3% | -5.1% | -5.0% |
| 3M | +23.7% | +0.9% | +22.8% | +23.8% |
| 6M | +20.3% | +1.8% | +18.5% | +21.8% |
| YTD | +27.1% | +2.5% | +24.6% | +29.5% |
| 1Y | +35.3% | +3.7% | +31.6% | +38.6% |
| 3Y | +139.8% | +14.1% | +125.7% | +142.8% |
| All | +139.8% | +14.1% | +125.7% | +142.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling