+44.1%
TRV vs VLTO
+20.4%
+23.7%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +1.4% | +1.6% | -0.3% | +1.1% |
| 30D | +8.7% | +22.0% | -13.3% | +5.8% |
| 3M | +7.1% | +21.9% | -14.8% | +4.2% |
| 6M | +35.5% | +36.5% | -1.0% | +31.0% |
| YTD | +39.7% | +19.0% | +20.7% | +35.2% |
| 1Y | +44.1% | +21.0% | +23.1% | +39.0% |
| All | +44.1% | +20.4% | +23.7% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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