+357.4%
TRV vs VT
+223.7%
+133.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -1.9% |
| 7D | -0.9% | +0.4% | -1.3% | -1.3% |
| 30D | +7.2% | -2.6% | +9.8% | +9.1% |
| 3M | +3.2% | -3.2% | +6.4% | +5.4% |
| 6M | +33.6% | +0.9% | +32.7% | +31.4% |
| YTD | +37.8% | +11.3% | +26.5% | +24.9% |
| 1Y | +43.4% | +14.0% | +29.4% | +27.4% |
| 3Y | +146.7% | +75.8% | +70.8% | +51.2% |
| 5Y | +176.1% | +57.8% | +118.3% | +84.1% |
| 10Y | +357.4% | +219.8% | +137.6% | +85.1% |
| All | +357.4% | +223.7% | +133.7% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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