+42.1%
TRV vs USB
+33.5%
+8.6%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.7% |
| 7D | -0.9% | +0.8% | -1.7% | -1.1% |
| 30D | +7.2% | +6.8% | +0.4% | +5.5% |
| 3M | +3.2% | -3.8% | +7.0% | +3.8% |
| 6M | +33.6% | +11.7% | +21.9% | +29.7% |
| YTD | +37.8% | +17.5% | +20.3% | +32.9% |
| All | +42.1% | +33.5% | +8.6% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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