+352.5%
TRV vs D
+44.7%
+307.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +1.4% | +2.4% | -1.0% | +0.4% |
| 30D | +8.7% | +10.9% | -2.2% | +4.3% |
| 3M | +7.1% | +2.8% | +4.2% | +5.8% |
| 6M | +35.5% | +12.7% | +22.8% | +28.8% |
| YTD | +39.7% | +20.3% | +19.4% | +29.0% |
| 1Y | +44.1% | +17.1% | +27.0% | +34.4% |
| 3Y | +148.1% | +75.1% | +73.0% | +93.1% |
| 5Y | +178.6% | +13.1% | +165.4% | +159.7% |
| 10Y | +352.5% | +48.3% | +304.3% | +300.3% |
| All | +352.5% | +44.7% | +307.8% | +300.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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