+986.3%
TRV vs BND
+76.2%
+910.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +0.2% | -0.1% | +0.3% | +0.1% |
| 30D | -2.3% | -0.2% | -2.1% | -2.4% |
| 3M | +22.7% | -0.7% | +23.4% | +22.5% |
| 6M | +21.9% | -1.7% | +23.6% | +21.3% |
| YTD | +27.5% | -0.5% | +28.0% | +27.3% |
| 1Y | +36.2% | +0.4% | +35.9% | +36.4% |
| 3Y | +140.6% | +13.1% | +127.5% | +151.3% |
| 5Y | +154.5% | -2.1% | +156.6% | +149.3% |
| 10Y | +295.4% | +15.7% | +279.7% | +329.8% |
| All | +986.3% | +76.2% | +910.1% | +1,398.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling