+344.9%
TRV vs DOC
+21.2%
+323.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +2.0% | -0.9% | +2.9% | +2.3% |
| 30D | +6.7% | +7.7% | -1.0% | +3.8% |
| 3M | +9.4% | -2.0% | +11.4% | +9.9% |
| 6M | +37.7% | +5.9% | +31.9% | +34.6% |
| YTD | +40.6% | +31.8% | +8.8% | +25.2% |
| 1Y | +42.4% | +22.5% | +19.9% | +30.4% |
| 3Y | +148.1% | +54.7% | +93.4% | +101.4% |
| 5Y | +181.7% | -21.3% | +203.0% | +199.6% |
| All | +344.9% | +21.2% | +323.7% | +303.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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