+344.9%
TRV vs RRC
+73.1%
+271.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +2.0% | +6.4% | -4.4% | +1.4% |
| 30D | +6.7% | +23.9% | -17.2% | +4.4% |
| 3M | +9.4% | +30.2% | -20.8% | +6.4% |
| 6M | +37.7% | +26.3% | +11.5% | +34.2% |
| YTD | +40.6% | +48.1% | -7.5% | +34.6% |
| 1Y | +42.4% | +37.7% | +4.8% | +37.2% |
| 3Y | +148.1% | +60.3% | +87.8% | +133.1% |
| 5Y | +181.7% | +135.3% | +46.4% | +149.1% |
| All | +344.9% | +73.1% | +271.9% | +234.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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