+179.2%
TRV vs BIL
+19.8%
+159.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +8.7% | 0.0% | +8.7% | +8.6% |
| 3M | +7.1% | +0.6% | +6.5% | +7.4% |
| 6M | +35.5% | +1.5% | +34.0% | +37.6% |
| YTD | +39.7% | +2.8% | +36.9% | +44.8% |
| 1Y | +44.1% | +3.3% | +40.8% | +50.4% |
| 3Y | +148.1% | +13.4% | +134.7% | +190.7% |
| All | +179.2% | +19.8% | +159.4% | +294.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling