+4,407.3%
TRV vs SPY
+3,074.3%
+1,333.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.5% |
| 7D | +0.5% | +0.5% | -0.1% | 0.0% |
| 30D | -4.9% | -0.9% | -3.9% | -4.1% |
| 3M | +23.7% | +3.9% | +19.9% | +19.2% |
| 6M | +20.3% | +14.5% | +5.8% | +6.2% |
| YTD | +27.1% | +12.9% | +14.1% | +13.3% |
| 1Y | +35.3% | +19.4% | +16.0% | +14.7% |
| 3Y | +139.8% | +78.5% | +61.4% | +40.0% |
| 5Y | +153.9% | +81.8% | +72.1% | +41.7% |
| 10Y | +285.9% | +311.5% | -25.7% | +3.0% |
| All | +4,407.3% | +3,074.3% | +1,333.1% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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