+295.4%
TRV vs RACE
+783.2%
-487.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | +0.2% | -2.6% | +2.8% | +0.8% |
| 30D | -2.3% | -1.1% | -1.2% | -2.2% |
| 3M | +22.7% | +12.5% | +10.2% | +18.8% |
| 6M | +21.9% | +17.4% | +4.5% | +16.4% |
| YTD | +27.5% | +10.1% | +17.3% | +23.3% |
| 1Y | +36.2% | -15.1% | +51.4% | +40.0% |
| 3Y | +140.6% | +38.9% | +101.7% | +111.3% |
| 5Y | +154.5% | +90.7% | +63.9% | +98.6% |
| 10Y | +295.4% | +801.8% | -506.4% | +126.4% |
| All | +295.4% | +783.2% | -487.7% | +126.4% |
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