+1,178.2%
TRV vs VT
+374.2%
+804.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -0.1% | +0.4% | -0.6% | -0.5% |
| 30D | -3.4% | +1.0% | -4.4% | -4.2% |
| 3M | +26.4% | +2.4% | +24.0% | +23.1% |
| 6M | +19.3% | +12.0% | +7.3% | +7.3% |
| YTD | +28.3% | +15.3% | +13.0% | +12.3% |
| 1Y | +34.3% | +22.6% | +11.7% | +11.3% |
| 3Y | +140.1% | +74.7% | +65.5% | +44.8% |
| 5Y | +155.7% | +66.1% | +89.6% | +57.7% |
| 10Y | +285.5% | +225.0% | +60.5% | +31.3% |
| All | +1,178.2% | +374.2% | +804.0% | +236.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling