+293.8%
TRV vs VO
+197.9%
+95.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.2% |
| 7D | -1.5% | -2.5% | +1.0% | +0.3% |
| 30D | -1.8% | -3.2% | +1.4% | +0.5% |
| 3M | +21.6% | +3.9% | +17.7% | +18.0% |
| 6M | +22.5% | +9.6% | +12.8% | +13.9% |
| YTD | +28.1% | +11.6% | +16.6% | +17.3% |
| 1Y | +37.0% | +12.6% | +24.4% | +24.4% |
| 3Y | +141.9% | +55.4% | +86.5% | +70.1% |
| 5Y | +158.5% | +41.8% | +116.7% | +91.1% |
| All | +293.8% | +197.9% | +95.9% | +61.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling