+154.4%
TRV vs VGT
+133.5%
+20.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +0.7% |
| 7D | -1.5% | -1.0% | -0.4% | -1.4% |
| 30D | -1.8% | -0.4% | -1.4% | -1.8% |
| 3M | +21.6% | +6.6% | +15.0% | +20.4% |
| 6M | +22.5% | +31.0% | -8.6% | +16.9% |
| YTD | +28.1% | +27.2% | +0.9% | +22.8% |
| 1Y | +37.0% | +34.5% | +2.6% | +29.7% |
| 3Y | +141.9% | +123.1% | +18.7% | +104.2% |
| All | +154.4% | +133.5% | +20.9% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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