+302.0%
TRV vs HRB
+209.1%
+92.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.5% | +2.0% |
| 7D | +1.9% | -8.0% | +10.0% | +3.9% |
| 30D | +1.7% | -16.0% | +17.7% | +5.8% |
| 3M | +23.9% | +26.9% | -3.0% | +16.1% |
| 6M | +26.3% | +51.1% | -24.9% | +12.2% |
| YTD | +30.8% | +7.1% | +23.8% | +26.3% |
| 1Y | +36.3% | -9.6% | +45.9% | +37.4% |
| 3Y | +145.0% | +25.4% | +119.6% | +121.5% |
| 5Y | +163.9% | +114.9% | +49.0% | +97.9% |
| All | +302.0% | +209.1% | +92.9% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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