+42.4%
TRV vs TMF
-30.5%
+72.9%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.2% |
| 7D | +2.0% | -9.3% | +11.3% | +3.6% |
| 30D | +6.7% | +1.9% | +4.8% | +6.3% |
| 3M | +9.4% | -11.2% | +20.6% | +10.8% |
| 6M | +37.7% | -17.7% | +55.4% | +40.8% |
| YTD | +40.6% | -24.5% | +65.0% | +44.5% |
| 1Y | +42.4% | -29.4% | +71.9% | +47.5% |
| All | +42.4% | -30.5% | +72.9% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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