+344.9%
TRV vs D
+48.0%
+296.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +2.0% | -1.4% | +3.4% | +2.6% |
| 30D | +6.7% | +7.7% | -1.0% | +3.6% |
| 3M | +9.4% | -0.3% | +9.6% | +9.4% |
| 6M | +37.7% | +10.1% | +27.7% | +32.1% |
| YTD | +40.6% | +19.1% | +21.5% | +30.3% |
| 1Y | +42.4% | +15.9% | +26.5% | +33.4% |
| 3Y | +148.1% | +75.0% | +73.1% | +93.0% |
| 5Y | +181.7% | +13.4% | +168.3% | +162.0% |
| All | +344.9% | +48.0% | +296.9% | +291.3% |
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