+145.0%
TRV vs BND
+12.5%
+132.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.1% | +2.1% |
| 7D | +1.9% | -1.0% | +2.9% | +2.3% |
| 30D | +1.7% | -1.1% | +2.8% | +2.1% |
| 3M | +23.9% | -1.9% | +25.8% | +24.7% |
| 6M | +26.3% | -1.6% | +27.9% | +26.9% |
| YTD | +30.8% | -1.2% | +32.1% | +31.4% |
| 1Y | +36.3% | -0.7% | +37.1% | +36.7% |
| 3Y | +145.0% | +12.5% | +132.5% | +151.8% |
| All | +145.0% | +12.5% | +132.5% | +151.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 2023-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BND 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling