+302.0%
TRV vs MDY
+177.2%
+124.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.5% |
| 7D | +1.9% | -1.9% | +3.8% | +3.2% |
| 30D | +1.7% | -4.6% | +6.4% | +4.9% |
| 3M | +23.9% | -1.2% | +25.1% | +24.6% |
| 6M | +26.3% | +9.2% | +17.1% | +18.2% |
| YTD | +30.8% | +13.1% | +17.8% | +19.2% |
| 1Y | +36.3% | +13.0% | +23.3% | +24.0% |
| 3Y | +145.0% | +49.2% | +95.8% | +79.1% |
| 5Y | +163.9% | +47.2% | +116.6% | +89.5% |
| All | +302.0% | +177.2% | +124.8% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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