+344.9%
TRV vs MSCI
+811.9%
-466.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.3% |
| 7D | +2.0% | +3.0% | -1.0% | +1.2% |
| 30D | +6.7% | +17.8% | -11.1% | +2.2% |
| 3M | +9.4% | +15.2% | -5.8% | +5.2% |
| 6M | +37.7% | +16.5% | +21.2% | +31.4% |
| YTD | +40.6% | +16.4% | +24.2% | +33.4% |
| 1Y | +42.4% | +16.8% | +25.6% | +35.0% |
| 3Y | +148.1% | +35.8% | +112.4% | +121.0% |
| 5Y | +181.7% | +7.0% | +174.7% | +163.1% |
| All | +344.9% | +811.9% | -466.9% | +122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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