+49.9%
TRV vs NVD
-27.4%
+77.2%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.5% | -3.0% | +3.1% |
| 7D | +3.9% | +15.0% | -11.1% | +2.9% |
| 30D | +13.5% | +39.3% | -25.8% | +11.0% |
| 3M | +8.9% | +3.1% | +5.8% | +8.2% |
| 6M | +36.8% | -19.0% | +55.7% | +37.0% |
| YTD | +42.7% | -35.5% | +78.2% | +43.2% |
| 1Y | +49.9% | -30.2% | +80.0% | +50.0% |
| All | +49.9% | -27.4% | +77.2% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling