+1,187.6%
TRV vs VIG
+617.8%
+569.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.2% |
| 7D | +0.5% | -0.4% | +0.9% | +0.9% |
| 30D | -4.9% | -2.1% | -2.8% | -2.7% |
| 3M | +23.7% | +3.3% | +20.4% | +19.4% |
| 6M | +20.3% | +9.3% | +11.0% | +9.1% |
| YTD | +27.1% | +10.1% | +16.9% | +14.1% |
| 1Y | +35.3% | +14.7% | +20.6% | +16.1% |
| 3Y | +139.8% | +56.9% | +82.9% | +45.7% |
| 5Y | +153.9% | +62.9% | +90.9% | +45.1% |
| 10Y | +285.9% | +241.3% | +44.5% | -4.6% |
| All | +1,187.6% | +617.8% | +569.7% | +39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling