+302.0%
TRV vs SYY
+116.5%
+185.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.7% |
| 7D | +1.9% | +3.9% | -2.0% | +0.5% |
| 30D | +1.7% | -1.7% | +3.5% | +2.3% |
| 3M | +23.9% | +5.2% | +18.7% | +21.5% |
| 6M | +26.3% | -0.2% | +26.5% | +25.2% |
| YTD | +30.8% | +15.4% | +15.4% | +21.9% |
| 1Y | +36.3% | +5.6% | +30.7% | +31.4% |
| 3Y | +145.0% | +28.9% | +116.1% | +116.6% |
| 5Y | +163.9% | +24.1% | +139.8% | +132.6% |
| All | +302.0% | +116.5% | +185.5% | +187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling