+158.5%
TRV vs BIL
+19.4%
+139.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.5% | +0.1% | -1.5% | -1.5% |
| 30D | -1.8% | +0.3% | -2.1% | -1.7% |
| 3M | +21.6% | +0.9% | +20.7% | +22.2% |
| 6M | +22.5% | +1.8% | +20.7% | +24.5% |
| YTD | +28.1% | +2.5% | +25.7% | +31.3% |
| 1Y | +37.0% | +3.7% | +33.3% | +41.8% |
| 3Y | +141.9% | +14.1% | +127.8% | +173.0% |
| 5Y | +158.5% | +19.4% | +139.1% | +221.7% |
| All | +158.5% | +19.4% | +139.1% | +221.7% |
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