+7,105.1%
TRV vs RRC
+1,510.8%
+5,594.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | +2.0% | +6.4% | -4.4% | +1.5% |
| 30D | +6.7% | +23.9% | -17.2% | +4.7% |
| 3M | +9.4% | +30.2% | -20.8% | +6.8% |
| 6M | +37.7% | +26.3% | +11.5% | +34.8% |
| YTD | +40.6% | +48.1% | -7.5% | +35.6% |
| 1Y | +42.4% | +37.7% | +4.8% | +38.1% |
| 3Y | +148.1% | +60.3% | +87.8% | +135.7% |
| 5Y | +181.7% | +135.3% | +46.4% | +154.6% |
| 10Y | +352.6% | +73.3% | +279.2% | +285.5% |
| All | +7,105.1% | +1,510.8% | +5,594.2% | +5,530.0% |
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