+146.7%
TRV vs MSCI
+32.0%
+114.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | -0.9% | +1.5% | -2.4% | -1.1% |
| 30D | +7.2% | +14.4% | -7.2% | +4.7% |
| 3M | +3.2% | +15.2% | -12.0% | +0.7% |
| 6M | +33.6% | +11.2% | +22.4% | +30.5% |
| YTD | +37.8% | +13.9% | +23.9% | +33.4% |
| 1Y | +43.4% | +12.5% | +30.9% | +39.1% |
| 3Y | +146.7% | +32.3% | +114.4% | +132.7% |
| All | +146.7% | +32.0% | +114.6% | +132.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling