+302.0%
TRV vs TRU
+147.2%
+154.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.8% |
| 7D | +1.9% | -2.7% | +4.7% | +2.6% |
| 30D | +1.7% | -2.0% | +3.8% | +2.1% |
| 3M | +23.9% | +18.4% | +5.4% | +18.3% |
| 6M | +26.3% | +8.9% | +17.4% | +22.6% |
| YTD | +30.8% | -8.9% | +39.7% | +31.9% |
| 1Y | +36.3% | -15.9% | +52.2% | +39.7% |
| 3Y | +145.0% | -1.1% | +146.1% | +130.3% |
| 5Y | +163.9% | -35.2% | +199.1% | +184.7% |
| All | +302.0% | +147.2% | +154.9% | +221.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling