+159.7%
TRV vs VSH
+74.2%
+85.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.1% | -4.1% | +1.8% |
| 7D | +1.9% | +4.8% | -2.8% | +1.7% |
| 30D | +1.7% | -0.7% | +2.4% | +1.7% |
| 3M | +23.9% | -43.1% | +66.9% | +27.1% |
| 6M | +26.3% | +91.8% | -65.5% | +15.7% |
| YTD | +30.8% | +131.6% | -100.8% | +17.2% |
| 1Y | +36.3% | +118.1% | -81.8% | +22.5% |
| 3Y | +145.0% | +40.9% | +104.1% | +129.4% |
| All | +159.7% | +74.2% | +85.5% | +129.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling