+302.0%
TRV vs RRC
+4.6%
+297.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.2% |
| 7D | +1.9% | -2.0% | +4.0% | +2.1% |
| 30D | +1.7% | +2.4% | -0.7% | +1.5% |
| 3M | +23.9% | +8.6% | +15.3% | +22.8% |
| 6M | +26.3% | -1.4% | +27.7% | +26.1% |
| YTD | +30.8% | +17.3% | +13.5% | +28.4% |
| 1Y | +36.3% | +18.1% | +18.2% | +33.4% |
| 3Y | +145.0% | +32.8% | +112.2% | +134.6% |
| 5Y | +163.9% | +147.6% | +16.3% | +132.4% |
| All | +302.0% | +4.6% | +297.4% | +214.2% |
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