+49.9%
TRV vs VO
+16.3%
+33.6%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.4% |
| 7D | +3.9% | +1.0% | +2.9% | +3.7% |
| 30D | +13.5% | +2.6% | +10.8% | +13.0% |
| 3M | +8.9% | -0.3% | +9.1% | +8.7% |
| 6M | +36.8% | +7.6% | +29.2% | +35.1% |
| YTD | +42.7% | +14.7% | +28.0% | +39.3% |
| 1Y | +49.9% | +16.4% | +33.4% | +45.7% |
| All | +49.9% | +16.3% | +33.6% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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