+154.4%
TRV vs VEA
+57.8%
+96.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +1.0% |
| 7D | -1.5% | -2.1% | +0.6% | -0.7% |
| 30D | -1.8% | -1.1% | -0.7% | -1.5% |
| 3M | +21.6% | +5.1% | +16.5% | +18.8% |
| 6M | +22.5% | +9.8% | +12.7% | +16.8% |
| YTD | +28.1% | +15.9% | +12.2% | +18.8% |
| 1Y | +37.0% | +24.6% | +12.5% | +22.5% |
| 3Y | +141.9% | +75.5% | +66.4% | +82.2% |
| All | +154.4% | +57.8% | +96.5% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 5y: compounded portfolio wealth divided by compounded VEA 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…
5y analysis · Full analysis span regression · 6 months rolling