+138.7%
TRV vs VO
+56.0%
+82.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.7% |
| 7D | +0.2% | -0.6% | +0.8% | +0.5% |
| 30D | -2.3% | -1.9% | -0.4% | -1.4% |
| 3M | +22.7% | +3.3% | +19.4% | +20.5% |
| 6M | +21.9% | +9.7% | +12.3% | +15.8% |
| YTD | +27.5% | +12.6% | +14.9% | +19.0% |
| 1Y | +36.2% | +13.6% | +22.6% | +26.4% |
| All | +138.7% | +56.0% | +82.7% | +96.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling