+146.7%
TRV vs ROIV
+351.4%
-204.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.3% |
| 7D | -0.9% | +13.3% | -14.2% | -1.7% |
| 30D | +7.2% | +14.8% | -7.6% | +6.2% |
| 3M | +3.2% | +11.9% | -8.7% | +2.3% |
| 6M | +33.6% | +42.4% | -8.8% | +29.5% |
| YTD | +37.8% | +87.4% | -49.6% | +29.4% |
| 1Y | +43.4% | +97.2% | -53.8% | +33.5% |
| 3Y | +146.7% | +375.7% | -229.0% | +106.4% |
| All | +146.7% | +351.4% | -204.7% | +106.4% |
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