+142.2%
TRV vs ROIV
+197.8%
-55.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.4% |
| 7D | -0.1% | +0.6% | -0.8% | -0.2% |
| 30D | -3.4% | +1.0% | -4.4% | -3.5% |
| 3M | +26.4% | +18.3% | +8.1% | +24.7% |
| 6M | +19.3% | +18.3% | +1.0% | +17.5% |
| YTD | +28.3% | +61.0% | -32.6% | +22.9% |
| 1Y | +34.3% | +177.9% | -143.6% | +20.7% |
| All | +142.2% | +197.8% | -55.5% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling