+176.7%
TRV vs PCOR
-9.0%
+185.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | -0.9% | +22.2% | -23.1% | -1.8% |
| 30D | +7.2% | +36.0% | -28.9% | +5.8% |
| 3M | +3.2% | +34.0% | -30.8% | +1.8% |
| 6M | +33.6% | +43.5% | -9.9% | +31.2% |
| YTD | +37.8% | +5.1% | +32.7% | +36.6% |
| 1Y | +43.4% | -3.9% | +47.3% | +42.7% |
| 3Y | +146.7% | +52.9% | +93.7% | +140.9% |
| 5Y | +176.1% | -18.7% | +194.8% | +169.0% |
| All | +176.7% | -9.0% | +185.7% | +171.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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