+351.9%
TRV vs RACE
+658.9%
-307.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.6% |
| 7D | -0.3% | +5.1% | -5.3% | -1.4% |
| 30D | +9.6% | +7.7% | +1.9% | +7.7% |
| 3M | +2.7% | +2.2% | +0.6% | +2.1% |
| 6M | +32.0% | +23.8% | +8.3% | +24.9% |
| YTD | +37.8% | +13.9% | +23.9% | +32.3% |
| 1Y | +45.2% | +3.8% | +41.5% | +42.5% |
| 3Y | +145.3% | +28.0% | +117.2% | +122.3% |
| 5Y | +172.3% | +64.9% | +107.4% | +126.2% |
| 10Y | +367.3% | +780.4% | -413.0% | +160.8% |
| All | +351.9% | +658.9% | -307.0% | +143.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling