+35.3%
TRV vs VG
+14.9%
+20.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.0% |
| 7D | +0.5% | -2.5% | +3.0% | +0.4% |
| 30D | -4.9% | +11.1% | -15.9% | -4.7% |
| 3M | +23.7% | +14.9% | +8.9% | +24.0% |
| 6M | +20.3% | +18.4% | +2.0% | +20.7% |
| YTD | +27.1% | +116.6% | -89.5% | +28.3% |
| 1Y | +35.3% | +9.4% | +26.0% | +37.5% |
| All | +35.3% | +14.9% | +20.5% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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