+237.9%
TRV vs NVT
+731.8%
-493.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.6% | +0.9% |
| 7D | +1.9% | +4.1% | -2.1% | +0.8% |
| 30D | +1.7% | -5.1% | +6.8% | +2.8% |
| 3M | +23.9% | -1.2% | +25.1% | +22.6% |
| 6M | +26.3% | +46.6% | -20.3% | +10.0% |
| YTD | +30.8% | +60.0% | -29.2% | +10.2% |
| 1Y | +36.3% | +70.8% | -34.5% | +11.3% |
| 3Y | +145.0% | +187.5% | -42.5% | +55.5% |
| 5Y | +163.9% | +426.1% | -262.3% | +25.3% |
| All | +237.9% | +731.8% | -493.9% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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