+34.3%
TRV vs STT
+75.3%
-41.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -0.1% | +0.5% | -0.6% | -0.2% |
| 30D | -3.4% | +3.9% | -7.3% | -3.6% |
| 3M | +26.4% | +20.0% | +6.4% | +24.3% |
| 6M | +19.3% | +55.3% | -36.0% | +13.7% |
| YTD | +28.3% | +53.3% | -25.0% | +21.9% |
| 1Y | +34.3% | +74.7% | -40.4% | +22.1% |
| All | +34.3% | +75.3% | -41.0% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling