+232.3%
TRV vs ROIV
+298.6%
-66.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.4% |
| 7D | -2.4% | +9.5% | -11.9% | -2.6% |
| 30D | +7.5% | +21.0% | -13.5% | +7.0% |
| 3M | +6.7% | +18.7% | -12.0% | +6.2% |
| 6M | +35.5% | +44.5% | -9.0% | +34.0% |
| YTD | +39.3% | +92.9% | -53.6% | +36.6% |
| 1Y | +41.8% | +100.2% | -58.4% | +38.8% |
| 3Y | +147.3% | +375.0% | -227.7% | +136.6% |
| 5Y | +178.3% | +435.2% | -256.8% | +160.0% |
| All | +232.3% | +298.6% | -66.3% | +209.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling