+154.7%
TRV vs NVTS
-20.2%
+175.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.9% | +4.4% | +0.5% |
| 7D | -1.5% | +0.5% | -1.9% | -1.5% |
| 30D | -1.8% | -18.0% | +16.2% | -1.9% |
| 3M | +21.6% | -45.6% | +67.2% | +21.5% |
| 6M | +22.5% | +28.5% | -6.0% | +22.3% |
| YTD | +28.1% | +56.2% | -28.0% | +27.9% |
| 1Y | +37.0% | +97.7% | -60.7% | +36.5% |
| 3Y | +141.9% | +35.0% | +106.9% | +142.3% |
| All | +154.7% | -20.2% | +175.0% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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