+139.8%
TRV vs MSCI
+4.4%
+135.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | -0.4% |
| 7D | +0.5% | -2.1% | +2.6% | +0.8% |
| 30D | -4.9% | -1.7% | -3.1% | -4.6% |
| 3M | +23.7% | -8.2% | +32.0% | +25.1% |
| 6M | +20.3% | -2.4% | +22.7% | +20.0% |
| YTD | +27.1% | -2.8% | +29.9% | +26.5% |
| 1Y | +35.3% | -2.7% | +38.0% | +34.4% |
| 3Y | +139.8% | +7.3% | +132.5% | +134.1% |
| All | +139.8% | +4.4% | +135.4% | +134.1% |
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