+49.9%
TRV vs VIG
+19.5%
+30.3%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +2.6% |
| 7D | +3.9% | +2.7% | +1.1% | +2.7% |
| 30D | +13.5% | +7.0% | +6.5% | +10.6% |
| 3M | +8.9% | +4.0% | +4.9% | +7.1% |
| 6M | +36.8% | +12.3% | +24.5% | +31.2% |
| YTD | +42.7% | +16.4% | +26.3% | +35.0% |
| 1Y | +49.9% | +19.2% | +30.6% | +40.8% |
| All | +49.9% | +19.5% | +30.3% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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