+1,018.4%
TRV vs VEA
+167.0%
+851.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.0% |
| 7D | +0.2% | +0.3% | -0.1% | -0.1% |
| 30D | -2.3% | +0.4% | -2.8% | -2.7% |
| 3M | +22.7% | +4.8% | +17.9% | +17.5% |
| 6M | +21.9% | +11.3% | +10.7% | +10.6% |
| YTD | +27.5% | +17.4% | +10.1% | +10.5% |
| 1Y | +36.2% | +26.2% | +10.0% | +11.4% |
| 3Y | +140.6% | +77.7% | +62.9% | +48.3% |
| 5Y | +154.5% | +60.9% | +93.6% | +66.9% |
| 10Y | +295.4% | +163.6% | +131.8% | +75.4% |
| All | +1,018.4% | +167.0% | +851.4% | +360.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling