+176.1%
TRV vs MSCI
+4.7%
+171.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -0.9% | +1.5% | -2.4% | -1.1% |
| 30D | +7.2% | +14.4% | -7.2% | +5.0% |
| 3M | +3.2% | +15.2% | -12.0% | +0.9% |
| 6M | +33.6% | +11.2% | +22.4% | +31.0% |
| YTD | +37.8% | +13.9% | +23.9% | +34.1% |
| 1Y | +43.4% | +12.5% | +30.9% | +39.8% |
| 3Y | +146.7% | +32.3% | +114.4% | +132.9% |
| 5Y | +176.1% | +4.9% | +171.2% | +163.8% |
| All | +176.1% | +4.7% | +171.4% | +163.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling