+293.8%
TRV vs THC
+1,021.1%
-727.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.8% |
| 7D | -1.5% | 0.0% | -1.5% | -1.5% |
| 30D | -1.8% | +1.5% | -3.4% | -2.1% |
| 3M | +21.6% | +59.9% | -38.3% | +13.7% |
| 6M | +22.5% | +11.0% | +11.5% | +20.0% |
| YTD | +28.1% | +32.6% | -4.4% | +22.2% |
| 1Y | +37.0% | +37.4% | -0.3% | +29.8% |
| 3Y | +141.9% | +252.5% | -110.7% | +96.7% |
| 5Y | +158.5% | +262.3% | -103.8% | +102.5% |
| All | +293.8% | +1,021.1% | -727.3% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded THC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling