+153.9%
TRV vs SNAP
-92.9%
+246.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -1.0% |
| 7D | +0.5% | +1.5% | -1.0% | +0.5% |
| 30D | -4.9% | +1.9% | -6.7% | -4.9% |
| 3M | +23.7% | -3.9% | +27.6% | +23.7% |
| 6M | +20.3% | +5.2% | +15.1% | +20.0% |
| YTD | +27.1% | -32.7% | +59.8% | +27.6% |
| 1Y | +35.3% | -24.8% | +60.1% | +35.6% |
| 3Y | +139.8% | -42.2% | +182.0% | +138.6% |
| 5Y | +153.9% | -92.7% | +246.5% | +154.6% |
| All | +153.9% | -92.9% | +246.7% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 5y: compounded portfolio wealth divided by compounded SNAP 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…
5y analysis · Full analysis span regression · 6 months rolling