+36.3%
TRV vs VIVK
-100.0%
+136.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.4% | +9.5% | +2.0% |
| 7D | +1.9% | -4.4% | +6.3% | +1.9% |
| 30D | +1.7% | -40.8% | +42.5% | +1.5% |
| 3M | +23.9% | -94.1% | +118.0% | +23.3% |
| 6M | +26.3% | -98.2% | +124.5% | +25.8% |
| YTD | +30.8% | -98.0% | +128.8% | +30.6% |
| 1Y | +36.3% | -100.0% | +136.3% | +39.6% |
| All | +36.3% | -100.0% | +136.3% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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