+6,477.2%
TRV vs RRC
+1,202.2%
+5,275.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -1.3% |
| 7D | -0.1% | +1.3% | -1.5% | -0.3% |
| 30D | -3.4% | +10.1% | -13.5% | -4.2% |
| 3M | +26.4% | +4.0% | +22.4% | +25.9% |
| 6M | +19.3% | +1.6% | +17.7% | +18.9% |
| YTD | +28.3% | +19.7% | +8.6% | +26.2% |
| 1Y | +34.3% | +21.4% | +12.9% | +31.6% |
| 3Y | +140.1% | +29.7% | +110.5% | +132.2% |
| 5Y | +155.7% | +153.9% | +1.9% | +129.8% |
| 10Y | +285.5% | +10.8% | +274.7% | +240.1% |
| All | +6,477.2% | +1,202.2% | +5,275.0% | +5,138.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling