+123.0%
TRV vs KVUE
-20.4%
+143.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.1% | +2.1% |
| 7D | +1.9% | -5.1% | +7.1% | +2.8% |
| 30D | +1.7% | -6.3% | +8.0% | +2.8% |
| 3M | +23.9% | -0.5% | +24.4% | +24.1% |
| 6M | +26.3% | +3.1% | +23.2% | +25.7% |
| YTD | +30.8% | +6.7% | +24.1% | +29.5% |
| 1Y | +36.3% | -1.1% | +37.5% | +36.6% |
| 3Y | +145.0% | -8.7% | +153.8% | +147.7% |
| All | +123.0% | -20.4% | +143.5% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 5y: compounded portfolio wealth divided by compounded KVUE 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…
5y analysis · Full analysis span regression · 6 months rolling