+148.1%
TRV vs IWD
+85.4%
+62.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.4% | +1.6% | -0.2% | +0.3% |
| 30D | +8.7% | +3.6% | +5.1% | +6.1% |
| 3M | +7.1% | +2.0% | +5.0% | +5.6% |
| 6M | +35.5% | +13.1% | +22.4% | +24.0% |
| YTD | +39.7% | +26.2% | +13.5% | +17.3% |
| 1Y | +44.1% | +29.6% | +14.5% | +18.4% |
| 3Y | +148.1% | +84.3% | +63.8% | +79.4% |
| All | +148.1% | +85.4% | +62.7% | +79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 3y: compounded portfolio wealth divided by compounded IWD 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…
3y analysis · Full analysis span regression · 6 months rolling