+146.7%
TRV vs TMF
-29.8%
+176.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.9% | +0.6% | -1.5% | -0.9% |
| 30D | +7.2% | +16.3% | -9.1% | +6.2% |
| 3M | +3.2% | -2.7% | +5.9% | +3.2% |
| 6M | +33.6% | -13.2% | +46.8% | +34.3% |
| YTD | +37.8% | -16.7% | +54.5% | +38.7% |
| 1Y | +43.4% | -22.7% | +66.1% | +44.7% |
| 3Y | +146.7% | -26.1% | +172.7% | +153.0% |
| All | +146.7% | -29.8% | +176.4% | +153.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling