+180.5%
TRV vs VO
+36.2%
+144.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.0% | +3.1% | -1.1% | +0.5% |
| 30D | +6.7% | +2.2% | +4.5% | +5.6% |
| 3M | +9.4% | -2.5% | +11.8% | +10.6% |
| 6M | +37.7% | +7.0% | +30.8% | +33.1% |
| YTD | +40.6% | +14.0% | +26.6% | +31.4% |
| 1Y | +42.4% | +15.6% | +26.8% | +32.1% |
| 3Y | +148.1% | +66.2% | +81.9% | +94.9% |
| All | +180.5% | +36.2% | +144.3% | +140.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling