+268.3%
TRV vs FND
+54.9%
+213.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.8% |
| 7D | -1.5% | -5.1% | +3.6% | -0.7% |
| 30D | -1.8% | -22.5% | +20.7% | +1.8% |
| 3M | +21.6% | -5.0% | +26.6% | +21.8% |
| 6M | +22.5% | -21.5% | +44.0% | +25.6% |
| YTD | +28.1% | -23.0% | +51.2% | +31.3% |
| 1Y | +37.0% | -44.9% | +81.9% | +47.4% |
| 3Y | +141.9% | -50.0% | +191.9% | +155.7% |
| 5Y | +158.5% | -63.3% | +221.8% | +178.9% |
| All | +268.3% | +54.9% | +213.3% | +189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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