+159.7%
TRV vs VNQ
+7.0%
+152.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.8% |
| 7D | +1.9% | -1.3% | +3.2% | +2.5% |
| 30D | +1.7% | -2.6% | +4.3% | +2.8% |
| 3M | +23.9% | -2.0% | +25.9% | +25.0% |
| 6M | +26.3% | +4.3% | +21.9% | +24.2% |
| YTD | +30.8% | +9.2% | +21.6% | +26.2% |
| 1Y | +36.3% | +5.6% | +30.7% | +33.3% |
| 3Y | +145.0% | +30.8% | +114.2% | +121.7% |
| All | +159.7% | +7.0% | +152.6% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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