+154.4%
TRV vs VEU
+53.4%
+101.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.0% |
| 7D | -1.5% | -1.9% | +0.4% | -0.8% |
| 30D | -1.8% | -0.7% | -1.1% | -1.6% |
| 3M | +21.6% | +4.9% | +16.7% | +19.1% |
| 6M | +22.5% | +9.8% | +12.6% | +17.2% |
| YTD | +28.1% | +15.3% | +12.8% | +19.7% |
| 1Y | +37.0% | +23.0% | +14.0% | +24.1% |
| 3Y | +141.9% | +73.5% | +68.4% | +85.9% |
| All | +154.4% | +53.4% | +101.0% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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