+34.3%
TRV vs TRU
-7.3%
+41.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.9% | +4.6% | -0.6% |
| 7D | -0.1% | -6.8% | +6.6% | +0.7% |
| 30D | -3.4% | 0.0% | -3.5% | -3.4% |
| 3M | +26.4% | +13.3% | +13.1% | +24.4% |
| 6M | +19.3% | +3.4% | +15.9% | +17.8% |
| YTD | +28.3% | -6.4% | +34.7% | +27.9% |
| 1Y | +34.3% | -9.7% | +44.0% | +32.9% |
| All | +34.3% | -7.3% | +41.6% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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