+293.8%
TRV vs BLDR
+372.1%
-78.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.5% | +1.2% |
| 7D | -1.5% | -8.1% | +6.6% | -0.1% |
| 30D | -1.8% | -21.5% | +19.7% | +2.1% |
| 3M | +21.6% | -21.0% | +42.6% | +25.4% |
| 6M | +22.5% | -37.1% | +59.5% | +30.7% |
| YTD | +28.1% | -42.7% | +70.8% | +38.3% |
| 1Y | +37.0% | -58.0% | +95.0% | +55.7% |
| 3Y | +141.9% | -57.8% | +199.7% | +163.6% |
| 5Y | +158.5% | +10.3% | +148.2% | +118.4% |
| All | +293.8% | +372.1% | -78.3% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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