+344.9%
TRV vs RACE
+729.2%
-384.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | +2.0% | -1.2% | +3.2% | +2.3% |
| 30D | +6.7% | +6.1% | +0.6% | +5.2% |
| 3M | +9.4% | -0.3% | +9.6% | +9.3% |
| 6M | +37.7% | +23.4% | +14.3% | +30.1% |
| YTD | +40.6% | +12.5% | +28.1% | +35.2% |
| 1Y | +42.4% | -0.5% | +42.9% | +41.2% |
| 3Y | +148.1% | +23.6% | +124.5% | +125.5% |
| 5Y | +181.7% | +65.4% | +116.2% | +130.7% |
| All | +344.9% | +729.2% | -384.3% | +167.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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