+295.4%
TRV vs CASY
+468.0%
-172.6%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -14.2% | +14.6% | +4.1% |
| 7D | +0.2% | -16.5% | +16.7% | +4.7% |
| 30D | -2.3% | -26.4% | +24.0% | +5.4% |
| 3M | +22.7% | -17.3% | +40.0% | +27.2% |
| 6M | +21.9% | -5.2% | +27.2% | +21.0% |
| YTD | +27.5% | +14.1% | +13.4% | +19.6% |
| 1Y | +36.2% | +16.6% | +19.6% | +26.6% |
| 3Y | +140.6% | +163.7% | -23.1% | +67.6% |
| 5Y | +154.5% | +231.3% | -76.8% | +60.5% |
| 10Y | +295.4% | +462.9% | -167.5% | +115.9% |
| All | +295.4% | +468.0% | -172.6% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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