+302.0%
TRV vs FITB
+290.8%
+11.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.5% | +1.9% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | +1.7% | -5.7% | +7.4% | +4.0% |
| 3M | +23.9% | +3.2% | +20.7% | +22.1% |
| 6M | +26.3% | +23.4% | +2.9% | +15.8% |
| YTD | +30.8% | +18.8% | +12.0% | +21.1% |
| 1Y | +36.3% | +25.0% | +11.3% | +23.4% |
| 3Y | +145.0% | +131.2% | +13.8% | +68.2% |
| 5Y | +163.9% | +70.7% | +93.2% | +97.1% |
| All | +302.0% | +290.8% | +11.2% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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