+348.3%
TRV vs MSCI
+809.1%
-460.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -2.4% | -1.9% | -0.5% | -1.9% |
| 30D | +7.5% | +16.5% | -9.0% | +3.2% |
| 3M | +6.7% | +18.2% | -11.5% | +2.0% |
| 6M | +35.5% | +14.0% | +21.5% | +30.1% |
| YTD | +39.3% | +16.6% | +22.7% | +32.1% |
| 1Y | +41.8% | +14.8% | +27.0% | +35.0% |
| 3Y | +147.3% | +33.3% | +114.0% | +121.6% |
| 5Y | +178.3% | +9.1% | +169.3% | +158.2% |
| 10Y | +348.3% | +820.4% | -472.0% | +129.4% |
| All | +348.3% | +809.1% | -460.8% | +129.4% |
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