+285.9%
TRV vs QLD
+1,636.2%
-1,350.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +0.5% | +3.0% | -2.5% | -0.1% |
| 30D | -4.9% | -1.8% | -3.0% | -4.6% |
| 3M | +23.7% | -1.8% | +25.5% | +23.2% |
| 6M | +20.3% | +36.9% | -16.6% | +11.4% |
| YTD | +27.1% | +28.7% | -1.6% | +18.8% |
| 1Y | +35.3% | +41.9% | -6.5% | +23.4% |
| 3Y | +139.8% | +184.2% | -44.4% | +81.2% |
| 5Y | +153.9% | +122.1% | +31.7% | +93.0% |
| 10Y | +285.9% | +1,646.5% | -1,360.6% | +63.6% |
| All | +285.9% | +1,636.2% | -1,350.3% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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