+1,021.3%
TRV vs VEU
+190.9%
+830.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | +0.5% | +1.7% | -1.2% | -0.7% |
| 30D | -4.9% | +1.0% | -5.8% | -5.6% |
| 3M | +23.7% | +5.6% | +18.1% | +18.0% |
| 6M | +20.3% | +13.7% | +6.6% | +7.7% |
| YTD | +27.1% | +17.7% | +9.3% | +10.4% |
| 1Y | +35.3% | +25.8% | +9.6% | +11.7% |
| 3Y | +139.8% | +77.1% | +62.7% | +50.4% |
| 5Y | +153.9% | +57.1% | +96.7% | +71.8% |
| 10Y | +285.9% | +149.8% | +136.0% | +82.6% |
| All | +1,021.3% | +190.9% | +830.4% | +346.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling