+6,432.7%
TRV vs SYY
+4,545.1%
+1,887.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | -0.5% |
| 7D | +0.2% | -0.2% | +0.4% | +0.3% |
| 30D | -2.3% | -2.7% | +0.4% | -1.4% |
| 3M | +22.7% | +5.9% | +16.8% | +20.1% |
| 6M | +21.9% | -2.3% | +24.3% | +21.8% |
| YTD | +27.5% | +13.1% | +14.4% | +20.0% |
| 1Y | +36.2% | +3.8% | +32.5% | +32.3% |
| 3Y | +140.6% | +26.7% | +113.9% | +115.5% |
| 5Y | +154.5% | +19.4% | +135.1% | +129.6% |
| 10Y | +295.4% | +112.0% | +183.4% | +171.5% |
| All | +6,432.7% | +4,545.1% | +1,887.6% | +1,851.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling