+352.5%
TRV vs CSGP
+61.5%
+291.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.9% | +4.3% | +2.0% |
| 7D | +1.4% | -3.2% | +4.5% | +2.0% |
| 30D | +8.7% | +2.2% | +6.5% | +7.8% |
| 3M | +7.1% | -3.7% | +10.7% | +7.0% |
| 6M | +35.5% | -7.4% | +42.9% | +35.9% |
| YTD | +39.7% | -54.9% | +94.6% | +60.2% |
| 1Y | +44.1% | -54.9% | +99.0% | +65.0% |
| 3Y | +148.1% | -61.9% | +210.0% | +188.7% |
| 5Y | +178.6% | -63.1% | +241.7% | +220.3% |
| 10Y | +352.5% | +65.1% | +287.4% | +316.7% |
| All | +352.5% | +61.5% | +291.1% | +316.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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