+140.0%
TRV vs VSH
+33.8%
+106.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.5% | +0.5% |
| 7D | -1.5% | +3.1% | -4.6% | -1.5% |
| 30D | -1.8% | -5.7% | +3.9% | -1.8% |
| 3M | +21.6% | -42.5% | +64.0% | +22.2% |
| 6M | +22.5% | +82.7% | -60.2% | +16.4% |
| YTD | +28.1% | +118.2% | -90.1% | +20.4% |
| 1Y | +37.0% | +109.7% | -72.6% | +28.7% |
| All | +140.0% | +33.8% | +106.2% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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