+344.9%
TRV vs GEN
+152.9%
+192.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.3% |
| 7D | +2.0% | +2.0% | 0.0% | +1.7% |
| 30D | +6.7% | +27.7% | -21.0% | +3.3% |
| 3M | +9.4% | +3.3% | +6.1% | +8.5% |
| 6M | +37.7% | +31.8% | +5.9% | +32.1% |
| YTD | +40.6% | +13.5% | +27.1% | +37.1% |
| 1Y | +42.4% | +16.0% | +26.4% | +38.4% |
| 3Y | +148.1% | +70.6% | +77.5% | +128.5% |
| 5Y | +181.7% | +32.1% | +149.6% | +164.5% |
| All | +344.9% | +152.9% | +192.0% | +291.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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