+43.1%
TRV vs VG
+71.2%
-28.1%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.7% | -3.8% | +1.1% |
| 7D | +0.1% | +15.1% | -15.0% | +0.5% |
| 30D | +8.0% | -4.2% | +12.2% | +8.0% |
| 3M | +9.3% | -3.1% | +12.4% | +9.3% |
| 6M | +36.2% | +0.3% | +35.9% | +36.4% |
| YTD | +40.6% | +95.5% | -54.9% | +44.2% |
| 1Y | +43.1% | +64.4% | -21.4% | +46.5% |
| All | +43.1% | +71.2% | -28.1% | +46.5% |
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