+1,272.3%
TRV vs VT
+346.0%
+926.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.1% |
| 7D | -0.3% | -2.3% | +2.1% | +1.6% |
| 30D | +9.6% | -5.0% | +14.5% | +14.1% |
| 3M | +2.7% | -4.9% | +7.6% | +6.7% |
| 6M | +32.0% | -1.5% | +33.6% | +32.3% |
| YTD | +37.8% | +8.5% | +29.3% | +26.6% |
| 1Y | +45.2% | +11.4% | +33.9% | +30.3% |
| 3Y | +145.3% | +70.1% | +75.2% | +50.8% |
| 5Y | +172.3% | +53.7% | +118.6% | +78.8% |
| 10Y | +367.3% | +220.0% | +147.4% | +60.4% |
| All | +1,272.3% | +346.0% | +926.3% | +278.8% |
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