+154.4%
TRV vs SYY
+22.1%
+132.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | -1.5% | +1.5% | -3.0% | -2.0% |
| 30D | -1.8% | -2.3% | +0.5% | -1.1% |
| 3M | +21.6% | +5.5% | +16.1% | +19.5% |
| 6M | +22.5% | -1.0% | +23.4% | +22.0% |
| YTD | +28.1% | +14.1% | +14.0% | +20.5% |
| 1Y | +37.0% | +5.6% | +31.5% | +32.7% |
| 3Y | +141.9% | +27.9% | +114.0% | +115.8% |
| All | +154.4% | +22.1% | +132.3% | +120.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling