+302.0%
TRV vs BTG
+159.3%
+142.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.1% |
| 7D | +1.9% | -3.8% | +5.7% | +2.1% |
| 30D | +1.7% | +3.6% | -1.9% | +1.5% |
| 3M | +23.9% | +32.0% | -8.1% | +22.4% |
| 6M | +26.3% | +3.4% | +22.9% | +25.7% |
| YTD | +30.8% | +20.8% | +10.0% | +29.1% |
| 1Y | +36.3% | +22.4% | +13.9% | +34.1% |
| 3Y | +145.0% | +91.7% | +53.3% | +134.2% |
| 5Y | +163.9% | +79.0% | +84.9% | +151.7% |
| All | +302.0% | +159.3% | +142.7% | +283.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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